2023 Form 5500 filing — Conditioned Air Company Of Naples, LLC 401(K) 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 20250409064459NAL0012091683001) for Conditioned Air Company Of Naples, LLC 401(K) Plan, reported by Conditioned Air Company Of Naples, LLC under EIN 59-0910697 and plan number 001. It reports 394 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409064459NAL0012091683001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Conditioned Air Company Of Naples, LLC
- EIN
- 59-0910697
- Plan number
- 001
- Location
- Naples, FL
- Participants
- 394
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,240,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,240,802
- Employer contributions
- $52,323
- Participant contributions
- $660,175
- Total income / additions
- $1,718,042
- Benefits paid
- $1,822,761
- Administrative expenses
- $40,594
- Total expenses
- $1,884,282
- Net increase / (decrease)
- -$166,240
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co | NONE | $19,743 | $0 |
| Kestra Advisory Svcs | NONE | $14,545 | not reported in the loaded dataset |
| Florida Retirement Consultants | NONE | $7,966 | not reported in the loaded dataset |