Barron Heating & Air Conditioning, Inc. 401(K)Profit Sharing Plan — Form 5500 plan (Barron Heating & 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, Barron Heating & Air Conditioning, Inc. 401(K)Profit Sharing Plan is a benefit plan reported by Barron Heating & Air Conditioning, Inc. under EIN 91-0894883 and plan number 002. The latest loaded filing year is 2023. The filing reports 235 participants and $9,800,366 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Barron Heating & Air Conditioning, Inc.
EIN
91-0894883
Plan number
002
Plan type
2
Location
Ferndale, WA
Latest filing year
2023
Participants
235
End-of-year plan assets
$9,800,366

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023235H, C20241015193040NAL0049550144001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,800,366
Total liabilities (EOY)
$18,375
Net assets (EOY)
$9,781,991
Net assets (BOY)
$7,205,393

Income & contributions

Employer contributions
$235,662
Participant contributions
$1,145,567
Total contributions
$1,428,626
Total income / additions
$2,854,475

Expenses & distributions

Benefits paid
$274,757
Administrative expenses
$3,120
Total expenses
$277,877
Net increase / (decrease)
$2,576,598

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Serv.RECORDKEEPER$850$02023

Related Form 5500 pages