Plan5500

Acca New England Retirement Savings Plan Fbo Chaves Heating & Air Conditioning, Inc. — Form 5500 plan (Chaves Heating & Air Conditioning, 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, Acca New England Retirement Savings Plan Fbo Chaves Heating & Air Conditioning, Inc. is a benefit plan reported by Chaves Heating & Air Conditioning, Inc. under EIN 04-3413370 and plan number 005. The latest loaded filing year is 2023. The filing reports 20 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chaves Heating & Air Conditioning, Inc.
EIN
04-3413370
Plan number
005
Plan type
3
Location
Hudson, MA
Latest filing year
2023
Participants
20
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202320I, C20240918114336NAL0004276225001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$2,016,349

Income & contributions

Employer contributions
$54,309
Participant contributions
$131,425
Total income / additions
$485,852

Expenses & distributions

Benefits paid
$77,890
Administrative expenses
$18,783
Total expenses
$96,673
Net increase / (decrease)
$389,179

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Svcs Ins Agcy Inc.BROKER/ ADVISER$0$8,0092023
American Pension Services, LLCCONTRACT ADMIN$5,776$2,0022023
Ifp Advisors Inc Dba Independent FiINVESTMENT ADVISOR$1,283not reported in the loaded dataset2023
Great-West Life & Annuity InsuranceRECORDKEEPER$930$02023
Advised Assets GroupINVESTMENT MGMT$736not reported in the loaded dataset2023
Resources Investment Advisors Dba BOTHER$720not reported in the loaded dataset2023

Related Form 5500 pages