Aireco Supply 401(K) Profit Sharing Plan — Form 5500 plan (Aireco Supply, 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, Aireco Supply 401(K) Profit Sharing Plan is a benefit plan reported by Aireco Supply, Inc. under EIN 52-0948094 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $26,438,126 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aireco Supply, Inc.
EIN
52-0948094
Plan number
001
Plan type
2
Location
Savage, MD
Latest filing year
2023
Participants
279
End-of-year plan assets
$26,438,126

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023279H, C20241015161117NAL0050373408001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,438,126
Total liabilities (EOY)
$0
Net assets (EOY)
$26,438,126
Net assets (BOY)
$27,000,790

Income & contributions

Employer contributions
$900,000
Participant contributions
$569,590
Total contributions
$1,566,194
Total income / additions
$4,914,738

Expenses & distributions

Benefits paid
$5,423,229
Administrative expenses
$54,173
Total expenses
$5,477,402
Net increase / (decrease)
-$562,664

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT ADVISOR$52,045not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$2,128$02023

Related Form 5500 pages