True Air 401(K) Plan — Form 5500 plan (True Air Mechanical, 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, True Air 401(K) Plan is a benefit plan reported by True Air Mechanical, Inc. under EIN 27-3944870 and plan number 001. The latest loaded filing year is 2023. The filing reports 342 participants and $3,467,072 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- True Air Mechanical, Inc.
- EIN
- 27-3944870
- Plan number
- 001
- Plan type
- 2
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 342
- End-of-year plan assets
- $3,467,072
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 342 | H, C | 20241002083908NAL0008531153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,467,072
- Total liabilities (EOY)
- $74,162
- Net assets (EOY)
- $3,392,910
- Net assets (BOY)
- $2,797,751
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $291,215
- Total contributions
- $291,215
- Total income / additions
- $826,369
Expenses & distributions
- Benefits paid
- $214,072
- Administrative expenses
- $17,138
- Total expenses
- $231,210
- Net increase / (decrease)
- $595,159
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prospera Financial Services | INVESTMENT ADVISOR | $10,626 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $7,137 | $0 | 2023 |
| Nicholas Pension Consultants | THIRD PARTY ADMINISTRATO | $5,375 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for True Air Mechanical, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Irvine, CA
- Prospera Financial Services — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation
- Nicholas Pension Consultants — Schedule C compensation