S&P Usa Ventilation Systems, LLC 401(K) Plan — Form 5500 plan (S&P Usa Ventilation Systems, 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, S&P Usa Ventilation Systems, LLC 401(K) Plan is a benefit plan reported by S&P Usa Ventilation Systems, LLC under EIN 59-3101569 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $4,152,845 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.2MPlan net assets, end of year$4,152,845
Participants166Covered participants reported
Assets / participant$25KComputed: assets ÷ participants$25,017 (computed)
Provider compensation$27.4K1 Schedule C provider row(s)$27,352
- Plan sponsor
- S&P Usa Ventilation Systems, LLC
- EIN
- 59-3101569
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20250401135127NAL0007943441001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.2M total assets
Net assets$4.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,152,845
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,152,845
- Net assets (BOY)
- $4,035,136
Income & contributions
- Employer contributions
- $208,372
- Participant contributions
- $374,028
- Total contributions
- $586,152
- Total income / additions
- $1,186,269
Expenses & distributions
- Benefits paid
- $1,068,560
- Administrative expenses
- $0
- Total expenses
- $1,068,560
- Net increase / (decrease)
- $117,709
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
36%64%
Employer 36%Participant 64%
Total expenses ÷ net assets26%Computed ratio
Benefits paid ÷ total income90%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nesteggs Retirement Plan Svcs, Inc. | N/A | $27,352 | not reported in the loaded dataset | 2023 |