Del-Air Profit Sharing Plan — Form 5500 plan (Del-Air Heating, Air Conditioning & Refrigeration, 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, Del-Air Profit Sharing Plan is a benefit plan reported by Del-Air Heating, Air Conditioning & Refrigeration, Inc. under EIN 59-2280231 and plan number 001. The latest loaded filing year is 2023. The filing reports 535 participants and $8,279,911 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Del-Air Heating, Air Conditioning & Refrigeration, Inc.
EIN
59-2280231
Plan number
001
Plan type
2
Location
Sanford, FL
Latest filing year
2023
Participants
535
End-of-year plan assets
$8,279,911

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023535H, C20250306091453NAL0006141011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,279,911
Total liabilities (EOY)
$15,514
Net assets (EOY)
$8,264,397
Net assets (BOY)
$6,656,348

Income & contributions

Employer contributions
$390,508
Participant contributions
$960,919
Total contributions
$1,573,712
Total income / additions
$2,674,301

Expenses & distributions

Benefits paid
$1,006,687
Administrative expenses
$44,051
Total expenses
$1,066,252
Net increase / (decrease)
$1,608,049

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Resources Investment Advisors LLCADVISOR$22,500not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$20,843$02023

Related Form 5500 pages