Central Oregon Heating And Cooling, Inc. 401(K) Plan — Form 5500 plan (Central Oregon Heating And Cooling, 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, Central Oregon Heating And Cooling, Inc. 401(K) Plan is a benefit plan reported by Central Oregon Heating And Cooling, Inc. under EIN 93-1121153 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $2,830,943 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central Oregon Heating And Cooling, Inc.
- EIN
- 93-1121153
- Plan number
- 001
- Plan type
- 2
- Location
- Beaverton, OR
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $2,830,943
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20241015151645NAL0016725715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,830,943
- Total liabilities (EOY)
- $1,752
- Net assets (EOY)
- $2,829,191
- Net assets (BOY)
- $1,900,179
Income & contributions
- Employer contributions
- $226,283
- Participant contributions
- $364,863
- Total contributions
- $952,204
- Total income / additions
- $1,339,208
Expenses & distributions
- Benefits paid
- $380,870
- Administrative expenses
- $29,326
- Total expenses
- $410,196
- Net increase / (decrease)
- $929,012
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James & Associates .00 Inc | INVESTMENT ADVISOR | $12,547 | not reported in the loaded dataset | 2023 |
| Pension Plan Specialists Pc | CONTRACT ADMIN | $4,523 | $1,091 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,560 | $0 | 2023 |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $0 | $877 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Central Oregon Heating And Cooling, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Beaverton, OR
- Raymond James & Associates .00 Inc — Schedule C compensation
- Pension Plan Specialists Pc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Ascensus Holdings Inc Dba — Schedule C compensation