2023 Form 5500 filing — Del-Air Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250306091453NAL0006141011001) for Del-Air Profit Sharing Plan, reported by Del-Air Heating, Air Conditioning & Refrigeration, Inc. under EIN 59-2280231 and plan number 001. It reports 535 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250306091453NAL0006141011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Del-Air Heating, Air Conditioning & Refrigeration, Inc.
- EIN
- 59-2280231
- Plan number
- 001
- Location
- Sanford, FL
- Participants
- 535
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,279,911
- Total liabilities (EOY)
- $15,514
- Net assets (EOY)
- $8,264,397
- Employer contributions
- $390,508
- Participant contributions
- $960,919
- Total income / additions
- $2,674,301
- Benefits paid
- $1,006,687
- Administrative expenses
- $44,051
- Total expenses
- $1,066,252
- Net increase / (decrease)
- $1,608,049
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors LLC | ADVISOR | $22,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $20,843 | $0 |