Christian Brothers Heating & Air Conditioning, Inc. Contractors & Employees 401(K) Plan — Form 5500 plan (Christian Brothers 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, Christian Brothers Heating & Air Conditioning, Inc. Contractors & Employees 401(K) Plan is a benefit plan reported by Christian Brothers Heating & Air Conditioning, Inc. under EIN 33-0193531 and plan number 002. The latest loaded filing year is 2023. The filing reports 311 participants and $3,739,802 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Christian Brothers Heating & Air Conditioning, Inc.
- EIN
- 33-0193531
- Plan number
- 002
- Plan type
- 2
- Location
- Mira Loma, CA
- Latest filing year
- 2023
- Participants
- 311
- End-of-year plan assets
- $3,739,802
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 311 | H, C | 20240923165345NAL0006800563001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,739,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,739,802
- Net assets (BOY)
- $3,108,210
Income & contributions
- Employer contributions
- $284,936
- Participant contributions
- $364,530
- Total contributions
- $649,466
- Total income / additions
- $948,319
Expenses & distributions
- Benefits paid
- $253,626
- Administrative expenses
- $63,101
- Total expenses
- $316,727
- Net increase / (decrease)
- $631,592
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cliftonlarsonallen Llp | AUDITOR | $17,745 | $0 | 2023 |
| Pension Benefits Unlimited, Inc. | TPA | $13,175 | $0 | 2023 |
| John Hancock Life Insurance Co Usa | CONTRACT ADMINISTRATOR | $2,901 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Christian Brothers Heating & Air Conditioning, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Mira Loma, CA
- Cliftonlarsonallen Llp — Schedule C compensation
- Pension Benefits Unlimited, Inc. — Schedule C compensation
- John Hancock Life Insurance Co Usa — Schedule C compensation