Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(K) Plan — Form 5500 plan (Aero Heating & Ventilating, 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, Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(K) Plan is a benefit plan reported by Aero Heating & Ventilating, Inc. under EIN 01-0460649 and plan number 001. The latest loaded filing year is 2023. The filing reports 87 participants and $7,226,349 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aero Heating & Ventilating, Inc.
- EIN
- 01-0460649
- Plan number
- 001
- Plan type
- 2
- Location
- Westbrook, ME
- Latest filing year
- 2023
- Participants
- 87
- End-of-year plan assets
- $7,226,349
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 87 | I | 20240628090809NAL0000394289001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,226,349
- Total liabilities (EOY)
- $9,168
- Net assets (EOY)
- $7,217,181
- Net assets (BOY)
- $6,126,044
Income & contributions
- Employer contributions
- $143,257
- Participant contributions
- $216,059
- Total income / additions
- $1,302,550
Expenses & distributions
- Benefits paid
- $209,508
- Administrative expenses
- $1,533
- Total expenses
- $211,413
- Net increase / (decrease)
- $1,091,137
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.