James River Air Conditioning Company 401(K) Profit Sharing Plan — Form 5500 plan (James River Air Conditioning Company)
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, James River Air Conditioning Company 401(K) Profit Sharing Plan is a benefit plan reported by James River Air Conditioning Company under EIN 54-0835022 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $13,656,555 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- James River Air Conditioning Company
- EIN
- 54-0835022
- Plan number
- 001
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 170
- End-of-year plan assets
- $13,656,555
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20241014145041NAL0013478067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,656,555
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,656,555
- Net assets (BOY)
- $11,411,944
Income & contributions
- Employer contributions
- $164,456
- Participant contributions
- $631,632
- Total contributions
- $850,051
- Total income / additions
- $2,699,256
Expenses & distributions
- Benefits paid
- $388,906
- Administrative expenses
- $65,739
- Total expenses
- $454,645
- Net increase / (decrease)
- $2,244,611
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Fiduciary Group LLC | ADVISOR | $48,077 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $14,841 | $0 | 2023 |