Gillette Air Conditioning Profit Sharing Plan — Form 5500 plan (Gillette 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, Gillette Air Conditioning Profit Sharing Plan is a benefit plan reported by Gillette Air Conditioning under EIN 74-1391857 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $4,644,108 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.6MPlan net assets, end of year$4,644,108
Participants228Covered participants reported
Assets / participant$20.4KComputed: assets ÷ participants$20,369 (computed)
Provider compensation$49.5K3 Schedule C provider row(s)$49,490
- Plan sponsor
- Gillette Air Conditioning
- EIN
- 74-1391857
- Plan number
- 001
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H, C | 20241011111228NAL0021735889001 |
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)$4.6M total assets
Net assets$4.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,644,108
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,644,108
- Net assets (BOY)
- $4,350,082
Income & contributions
- Employer contributions
- $736,525
- Participant contributions
- $211,561
- Total contributions
- $948,086
- Total income / additions
- $1,518,922
Expenses & distributions
- Benefits paid
- $1,224,896
- Administrative expenses
- $0
- Total expenses
- $1,224,896
- Net increase / (decrease)
- $294,026
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.
78%22%
Employer 78%Participant 22%
Total expenses ÷ net assets26%Computed ratio
Benefits paid ÷ total income81%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISORY | $21,754 | not reported in the loaded dataset | 2023 |
| Nationwide | RECORDKEEPER | $20,226 | $10 | 2023 |
| Northeast Professional Planning Grp | TPA | $7,500 | not reported in the loaded dataset | 2023 |