What is the most recent Form 5500 filing year for Employees 401(K) Retirement Savings Plan Of U.S. Air Conditioning Distributors?

The latest Form 5500 filing year loaded for Employees 401(K) Retirement Savings Plan Of U.S. Air Conditioning Distributors is 2023.

What are the reported plan assets for Employees 401(K) Retirement Savings Plan Of U.S. Air Conditioning Distributors?

Employees 401(K) Retirement Savings Plan Of U.S. Air Conditioning Distributors reports $55,850,036 in end-of-year plan assets in its latest loaded Form 5500 filing.

Employees 401(K) Retirement Savings Plan Of U.S. Air Conditioning Distributors — Form 5500 plan (Us Air Conditioning Distributors, LLC.)

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, Employees 401(K) Retirement Savings Plan Of U.S. Air Conditioning Distributors is a benefit plan reported by Us Air Conditioning Distributors, LLC. under EIN 26-0852920 and plan number 001. The latest loaded filing year is 2023. The filing reports 547 participants and $55,850,036 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$55.9MPlan net assets, end of year$55,850,036

Participants547Covered participants reported

Assets / participant$102.1KComputed: assets ÷ participants$102,102 (computed)

Provider compensation$152.3K4 Schedule C provider row(s)$152,346

Plan sponsor: Us Air Conditioning Distributors, LLC.
EIN: 26-0852920
Plan number: 001
Plan type: 3
Location: City Of Industry, CA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	547	H, C	20241216105404NAL0000774947001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$55.9M total assets

Net assets$55.9MLiabilities$0

Money in vs. money out

Total income / additions$10.8M

Total expenses$2.7M

Benefits paid / distributions$2.5M

Contributions

Employer$1.1M

Participant$2.3M

Full reported line items

Net assets

Total assets (EOY): $55,850,036
Total liabilities (EOY): $0
Net assets (EOY): $55,850,036
Net assets (BOY): $47,743,658

Income & contributions

Employer contributions: $1,117,736
Participant contributions: $2,276,940
Total contributions: $3,441,852
Total income / additions: $10,800,884

Expenses & distributions

Benefits paid: $2,538,801
Administrative expenses: $152,415
Total expenses: $2,694,506
Net increase / (decrease): $8,106,378

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

33%67%

Employer 33%Participant 67%

Total expenses ÷ net assets5%Computed ratio

Benefits paid ÷ total income24%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Principal Life Insurance Company	CONTRACT ADMINISTRATOR	$118,346	$0	2023
Talley Llp	ACCOUNTANT	$34,000	not reported in the loaded dataset	2023
Morningstar Investment Management L	INV ADV, PARTICIPANTS	$0	$0	2023
Wilshire Advisors LLC	INVESTMENT ADVISORY	$0	$0	2023