Thermal Concepts, LLC 401(K) Plan — Form 5500 plan (Thermal Concepts, 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, Thermal Concepts, LLC 401(K) Plan is a benefit plan reported by Thermal Concepts, LLC under EIN 59-2317557 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $11,160,194 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thermal Concepts, LLC
EIN
59-2317557
Plan number
001
Plan type
2
Location
Davie, FL
Latest filing year
2023
Participants
238
End-of-year plan assets
$11,160,194

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023238H, C20241011155749NAL0011150915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,160,194
Total liabilities (EOY)
$0
Net assets (EOY)
$11,160,194
Net assets (BOY)
$9,049,708

Income & contributions

Employer contributions
$97,394
Participant contributions
$639,578
Total contributions
$793,291
Total income / additions
$2,484,189

Expenses & distributions

Benefits paid
$319,425
Administrative expenses
$50,936
Total expenses
$373,703
Net increase / (decrease)
$2,110,486

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Investment Services LLCADVISOR$27,130not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$23,806$02023

Related Form 5500 pages