Air Conditioning Innovative Solutions 401(K) Plan — Form 5500 plan (Air Conditioning Innovative Solutions)
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, Air Conditioning Innovative Solutions 401(K) Plan is a benefit plan reported by Air Conditioning Innovative Solutions under EIN 84-2418586 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $7,285,041 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Air Conditioning Innovative Solutions
- EIN
- 84-2418586
- Plan number
- 001
- Plan type
- 2
- Location
- Mckinney, TX
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $7,285,041
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20240515181235NAL0049063392001 |
| 2023 | 247 | H, C | 20241015135738NAL0016546083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,321,363
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,321,363
- Net assets (BOY)
- $9,543,750
Income & contributions
- Employer contributions
- $817,931
- Participant contributions
- $581,516
- Total contributions
- $1,406,344
- Total income / additions
- $2,889,129
Expenses & distributions
- Benefits paid
- $2,040,611
- Administrative expenses
- $67,792
- Total expenses
- $2,111,516
- Net increase / (decrease)
- $777,613
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $36,028 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $25,274 | not reported in the loaded dataset | 2023 |
| Massmutual Life Insurance Co. | NONE | $3,187 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,579 | not reported in the loaded dataset | 2023 |
| Mesirow Financial Investment Manage | NONE | $0 | $26 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Air Conditioning Innovative Solutions
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Mckinney, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Massmutual Life Insurance Co. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Mesirow Financial Investment Manage — Schedule C compensation