Climate Control Heating And Cooling, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Climate Control Heating And Cooling, 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, Climate Control Heating And Cooling, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Climate Control Heating And Cooling, Inc. under EIN 43-1499841 and plan number 002. The latest loaded filing year is 2023. The filing reports 20 participants and $2,334,649 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Climate Control Heating And Cooling, Inc.
- EIN
- 43-1499841
- Plan number
- 002
- Plan type
- 2
- Location
- Liberty, MO
- Latest filing year
- 2023
- Participants
- 20
- End-of-year plan assets
- $2,334,649
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20 | I | 20241016130508NAL0030669217001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,334,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,334,649
- Net assets (BOY)
- $1,838,077
Income & contributions
- Employer contributions
- $91,824
- Participant contributions
- $206,819
- Total income / additions
- $636,810
Expenses & distributions
- Benefits paid
- $126,187
- Administrative expenses
- $14,051
- Total expenses
- $140,238
- Net increase / (decrease)
- $496,572
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.