Climatech, Inc. Retirement Savings Plan — Form 5500 plan (Climatech, 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, Climatech, Inc. Retirement Savings Plan is a benefit plan reported by Climatech, Inc. under EIN 25-1222596 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $17,322,349 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Climatech, Inc.
- EIN
- 25-1222596
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $17,322,349
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20241015152456NAL0028924673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,322,349
- Total liabilities (EOY)
- $38,955
- Net assets (EOY)
- $17,283,394
- Net assets (BOY)
- $13,583,856
Income & contributions
- Employer contributions
- $364,494
- Participant contributions
- $631,218
- Total contributions
- $1,458,773
- Total income / additions
- $4,021,811
Expenses & distributions
- Benefits paid
- $218,081
- Administrative expenses
- $65,237
- Total expenses
- $322,273
- Net increase / (decrease)
- $3,699,538
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Servi | RECORDKEEPER | not reported in the loaded dataset | $0 | 2023 |
| Siegel Actuarial Consulting, Inc. | CONTRACT ADMIN | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Stelmack Dobransky & Eannace, LLC | AUDITOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Climatech, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Capital Group Retirement Plan Servi — Schedule C compensation
- Siegel Actuarial Consulting, Inc. — Schedule C compensation
- Stelmack Dobransky & Eannace, LLC — Schedule C compensation