Bryant Heating & Cooling, Inc. 401(K) Plan — Form 5500 plan (Bryant Heating & 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, Bryant Heating & Cooling, Inc. 401(K) Plan is a benefit plan reported by Bryant Heating & Cooling, Inc. under EIN 43-2065695 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $6,500,112 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bryant Heating & Cooling, Inc.
EIN
43-2065695
Plan number
001
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
194
End-of-year plan assets
$6,500,112

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20240912110429NAL0014019200001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,500,112
Total liabilities (EOY)
$0
Net assets (EOY)
$6,500,112
Net assets (BOY)
$5,288,063

Income & contributions

Employer contributions
$273,428
Participant contributions
$475,139
Total contributions
$751,274
Total income / additions
$1,713,858

Expenses & distributions

Benefits paid
$446,002
Administrative expenses
$55,807
Total expenses
$501,809
Net increase / (decrease)
$1,212,049

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Horizon Wealth Management LLCINVESTMENT ADVISOR$41,645not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$14,162$02023

Related Form 5500 pages