Hvac Services, Inc. Employee Stock Ownership 401(K) Plan — Form 5500 plan (Hvac Services, Inc.)
Plain-English plan 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, Hvac Services, Inc. Employee Stock Ownership 401(K) Plan is a benefit plan reported by Hvac Services, Inc. under EIN 01-0451459 and plan number 002. The latest loaded filing year is 2023. The filing reports 50 participants and $17,435,352 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hvac Services, Inc.
- EIN
- 01-0451459
- Plan number
- 002
- Plan type
- 2
- Location
- Westbrook, ME
- Latest filing year
- 2023
- Participants
- 50
- End-of-year plan assets
- $17,435,352
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 50 | I | 20240404075503NAL0015927201001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $17,435,352
- Total liabilities (EOY)
- $9,301
- Net assets (EOY)
- $17,426,051
- Net assets (BOY)
- $14,504,338
Income & contributions
- Employer contributions
- $114,667
- Participant contributions
- $247,933
- Total income / additions
- $3,210,933
Expenses & distributions
- Benefits paid
- $259,135
- Administrative expenses
- $29,708
- Total expenses
- $289,220
- Net increase / (decrease)
- $2,921,713
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.