Houk Air Conditioning, Inc. 401(K) Plan — Form 5500 plan (Houk Air Conditioning, Inc.)
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, Houk Air Conditioning, Inc. 401(K) Plan is a benefit plan reported by Houk Air Conditioning, Inc. under EIN 75-1231584 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $6,407,035 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Houk Air Conditioning, Inc.
- EIN
- 75-1231584
- Plan number
- 001
- Plan type
- 2
- Location
- Arlington, TX
- Latest filing year
- 2023
- Participants
- 248
- End-of-year plan assets
- $6,407,035
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 248 | H, C | 20241015135242NAL0016538051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,407,035
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,407,035
- Net assets (BOY)
- $4,929,524
Income & contributions
- Employer contributions
- $294,962
- Participant contributions
- $480,669
- Total contributions
- $787,017
- Total income / additions
- $1,748,921
Expenses & distributions
- Benefits paid
- $234,480
- Administrative expenses
- $37,053
- Total expenses
- $271,410
- Net increase / (decrease)
- $1,477,511
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,849 | $0 | 2023 |
| Securian Financial Services Inc | INVESTMENT ADVISOR | $12,404 | not reported in the loaded dataset | 2023 |
| Cetera Investment Advisers LLC | INVESTMENT ADVISOR | $6,643 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,157 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Houk Air Conditioning, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Arlington, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Securian Financial Services Inc — Schedule C compensation
- Cetera Investment Advisers LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation