Empire Comfort Systems, Inc. Savings Incentive & Profit Sharing (Sips) Plan — Form 5500 plan (Empire Comfort Systems, 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, Empire Comfort Systems, Inc. Savings Incentive & Profit Sharing (Sips) Plan is a benefit plan reported by Empire Comfort Systems, Inc. under EIN 37-1234416 and plan number 001. The latest loaded filing year is 2023. The filing reports 274 participants and $12,364,951 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Empire Comfort Systems, Inc.
- EIN
- 37-1234416
- Plan number
- 001
- Plan type
- 2
- Location
- Belleville, IL
- Latest filing year
- 2023
- Participants
- 274
- End-of-year plan assets
- $12,364,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 274 | H, C | 20241011152502NAL0039293328001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,364,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,364,951
- Net assets (BOY)
- $10,546,681
Income & contributions
- Employer contributions
- $125,065
- Participant contributions
- $441,424
- Total contributions
- $588,318
- Total income / additions
- $2,436,865
Expenses & distributions
- Benefits paid
- $569,517
- Administrative expenses
- $38,432
- Total expenses
- $618,595
- Net increase / (decrease)
- $1,818,270
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,431 | $0 | 2023 |
| Northwestern Mutual Investment Serv | OTHER SERVICES | $0 | $1,145 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Empire Comfort Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Belleville, IL
- Principal Life Insurance Company — Schedule C compensation
- Northwestern Mutual Investment Serv — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation