Control Air Employee Stock Ownership Plan — Form 5500 plan (Control Air Holdings 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, Control Air Employee Stock Ownership Plan is a benefit plan reported by Control Air Holdings Inc. under EIN 83-3869630 and plan number 002. The latest loaded filing year is 2023. The filing reports 278 participants and $46,202,221 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Control Air Holdings Inc.
EIN
83-3869630
Plan number
002
Plan type
2
Location
Anaheim, CA
Latest filing year
2023
Participants
278
End-of-year plan assets
$46,202,221

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023278H20241010160356NAL0021403137001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,202,221
Total liabilities (EOY)
$88,894,863
Net assets (EOY)
-$42,692,642
Net assets (BOY)
-$60,797,302

Income & contributions

Employer contributions
$4,134,492
Total contributions
$4,134,492
Total income / additions
$20,734,516

Expenses & distributions

Benefits paid
$152,910
Administrative expenses
$0
Total expenses
$2,629,856
Net increase / (decrease)
$18,104,660

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages