Southern Hvac Corporation 401(K) Plan — Form 5500 plan (Southern Hvac Corporation)
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, Southern Hvac Corporation 401(K) Plan is a benefit plan reported by Southern Hvac Corporation under EIN 81-2606496 and plan number 002. The latest loaded filing year is 2023. The filing reports 573 participants and $11,155,249 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Hvac Corporation
- EIN
- 81-2606496
- Plan number
- 002
- Plan type
- 2
- Location
- Maitland, FL
- Latest filing year
- 2023
- Participants
- 573
- End-of-year plan assets
- $11,155,249
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 573 | H, C | 20240702130357NAL0010366818001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,155,249
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,155,249
- Net assets (BOY)
- $5,552,339
Income & contributions
- Employer contributions
- $1,009,040
- Participant contributions
- $1,810,577
- Total contributions
- $6,363,760
- Total income / additions
- $7,504,597
Expenses & distributions
- Benefits paid
- $1,803,141
- Administrative expenses
- $98,546
- Total expenses
- $1,901,687
- Net increase / (decrease)
- $5,602,910
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $65,954 | $0 | 2023 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $24,756 | $0 | 2023 |
| Florida Retirement Cons | CONTRACT ADMINISTRATOR | $5,470 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern Hvac Corporation
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Maitland, FL
- Principal Life Insurance Company — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- Florida Retirement Cons — Schedule C compensation