Christianson Air Conditioning And Plumbing Retirement Plan — Form 5500 plan (Christianson 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, Christianson Air Conditioning And Plumbing Retirement Plan is a benefit plan reported by Christianson Air Conditioning under EIN 76-0577626 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $22,088,552 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Christianson Air Conditioning
- EIN
- 76-0577626
- Plan number
- 001
- Plan type
- 2
- Location
- Round Rock, TX
- Latest filing year
- 2023
- Participants
- 328
- End-of-year plan assets
- $22,088,552
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 328 | H, C | 20240814051220NAL0011362609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,088,552
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,088,552
- Net assets (BOY)
- $19,454,505
Income & contributions
- Employer contributions
- $7,265
- Participant contributions
- $933,383
- Total contributions
- $940,648
- Total income / additions
- $4,410,532
Expenses & distributions
- Benefits paid
- $1,681,139
- Administrative expenses
- $72,704
- Total expenses
- $1,776,485
- Net increase / (decrease)
- $2,634,047
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Management Professionals | INVESTMENT/FINANCIAL ADVI | $39,422 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $33,282 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |