Ashrae Savings And Investment Plan — Form 5500 plan (American Society Of Heating, Refrigerating & Air-Cond Engineers, 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, Ashrae Savings And Investment Plan is a benefit plan reported by American Society Of Heating, Refrigerating & Air-Cond Engineers, Inc. under EIN 13-5675095 and plan number 002. The latest loaded filing year is 2023. The filing reports 136 participants and $26,773,500 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Society Of Heating, Refrigerating & Air-Cond Engineers, Inc.
- EIN
- 13-5675095
- Plan number
- 002
- Plan type
- 2
- Location
- Peachtree Corners, GA
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $26,773,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H | 20241015184253NAL0015268451002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,773,500
- Net assets (EOY)
- $26,773,500
- Net assets (BOY)
- $24,899,143
Income & contributions
- Employer contributions
- $826,074
- Participant contributions
- $821,553
- Total contributions
- $1,647,627
- Total income / additions
- $6,204,864
Expenses & distributions
- Benefits paid
- $4,324,182
- Administrative expenses
- $2,485
- Total expenses
- $4,330,507
- Net increase / (decrease)
- $1,874,357
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.