Air Conditioning Innovative Solutions 401(K) Plan — Form 5500 plan (Air Conditioning Innovative Solutions)
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, Air Conditioning Innovative Solutions 401(K) Plan is a benefit plan reported by Air Conditioning Innovative Solutions under EIN 03-0425676 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $7,545,989 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Air Conditioning Innovative Solutions
- EIN
- 03-0425676
- Plan number
- 001
- Plan type
- 2
- Location
- Mckinney, TX
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $7,545,989
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20240327145613NAL0002904592001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,545,989
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,545,989
- Net assets (BOY)
- $6,197,932
Income & contributions
- Employer contributions
- $372,759
- Participant contributions
- $510,696
- Total contributions
- $973,992
- Total income / additions
- $2,372,664
Expenses & distributions
- Benefits paid
- $1,023,515
- Administrative expenses
- $23,232
- Total expenses
- $1,024,607
- Net increase / (decrease)
- $1,348,057
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Massmutual Life Insurance Co. | N/A | $1,613 | $0 | 2023 |
| Mesirow Financial Investment Manage | N/A | $0 | $27 | 2023 |