Climate Pros LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Climate Pros LLC)
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 Pros LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Climate Pros LLC under EIN 55-0914273 and plan number 001. The latest loaded filing year is 2023. The filing reports 762 participants and $17,484,239 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Climate Pros LLC
- EIN
- 55-0914273
- Plan number
- 001
- Plan type
- 2
- Location
- Glendale Heights, IL
- Latest filing year
- 2023
- Participants
- 762
- End-of-year plan assets
- $17,484,239
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 762 | H, C | 20240924073123NAL0017023056001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,484,239
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,484,239
- Net assets (BOY)
- $12,866,637
Income & contributions
- Employer contributions
- $1,262,677
- Participant contributions
- $2,437,146
- Total contributions
- $4,077,407
- Total income / additions
- $6,498,209
Expenses & distributions
- Benefits paid
- $1,830,029
- Administrative expenses
- $48,977
- Total expenses
- $1,880,607
- Net increase / (decrease)
- $4,617,602
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Pension Services, Inc. | THIRD PARTY ADMINISTRATOR | $30,925 | $6,913 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $13,879 | $0 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $4,173 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Climate Pros LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Glendale Heights, IL
- Associated Pension Services, Inc. — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation