Brooks Heating And Air Conditioning Employee Stock Ownership Plan — Form 5500 plan (Oliver Brooks, Incorporated Dba Brooks Heating And Air Conditioning)
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, Brooks Heating And Air Conditioning Employee Stock Ownership Plan is a benefit plan reported by Oliver Brooks, Incorporated Dba Brooks Heating And Air Conditioning under EIN 72-0634878 and plan number 002. The latest loaded filing year is 2023. The filing reports 36 participants and $4,590,549 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oliver Brooks, Incorporated Dba Brooks Heating And Air Conditioning
- EIN
- 72-0634878
- Plan number
- 002
- Plan type
- 2
- Location
- Bossier City, LA
- Latest filing year
- 2023
- Participants
- 36
- End-of-year plan assets
- $4,590,549
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 36 | I | 20241004135016NAL0020514672001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,590,549
- Total liabilities (EOY)
- $4,751
- Net assets (EOY)
- $4,585,798
- Net assets (BOY)
- $3,722,977
Income & contributions
- Employer contributions
- $300,000
- Total income / additions
- $1,031,278
Expenses & distributions
- Benefits paid
- $168,457
- Total expenses
- $168,457
- Net increase / (decrease)
- $862,821
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.