Century Airconditioning Supply 401(K) Plan — Form 5500 plan (Century Hvac Distributing, L.P.)

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, Century Airconditioning Supply 401(K) Plan is a benefit plan reported by Century Hvac Distributing, L.P. under EIN 74-1842648 and plan number 004. The latest loaded filing year is 2023. The filing reports 134 participants and $6,544,477 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Century Hvac Distributing, L.P.
EIN
74-1842648
Plan number
004
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
134
End-of-year plan assets
$6,544,477

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023134H, C20240913134705NAL0006011779001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,544,477
Net assets (EOY)
$6,544,477
Net assets (BOY)
$5,175,867

Income & contributions

Employer contributions
$244,247
Participant contributions
$487,687
Total contributions
$731,934
Total income / additions
$1,621,055

Expenses & distributions

Benefits paid
$215,398
Administrative expenses
$37,001
Total expenses
$252,445
Net increase / (decrease)
$1,368,610

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Allworth Financial LpINVESTMENT ADVISOR$16,566not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$14,318not reported in the loaded dataset2023
Definiti LLCCONTRACT ADMIN$14,297not reported in the loaded dataset2023
Empower Annuity Insurance CoRECORDKEEPER$0not reported in the loaded dataset2023

Related Form 5500 pages