Plan5500

Peters Heating And Air Conditioning, Inc Profit Sharing Plan — Form 5500 plan (Peters 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, Peters Heating And Air Conditioning, Inc Profit Sharing Plan is a benefit plan reported by Peters Heating & Air Conditioning, Inc. under EIN 37-0892465 and plan number 003. The latest loaded filing year is 2023. The filing reports 225 participants and $14,675,892 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Peters Heating & Air Conditioning, Inc.
EIN
37-0892465
Plan number
003
Plan type
2
Location
Quincy, IL
Latest filing year
2023
Participants
225
End-of-year plan assets
$14,675,892

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023225H, C20240925162026NAL0015040641001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,675,892
Total liabilities (EOY)
$227,792
Net assets (EOY)
$14,448,100
Net assets (BOY)
$12,892,258

Income & contributions

Employer contributions
$1,020,441
Total contributions
$1,020,441
Total income / additions
$2,872,366

Expenses & distributions

Benefits paid
$1,195,838
Administrative expenses
$120,686
Total expenses
$1,316,524
Net increase / (decrease)
$1,555,842

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyNONE$107,696not reported in the loaded dataset2023
Benefit Plans PlusNONE$12,990not reported in the loaded dataset2023

Related Form 5500 pages