Heat And Control, Inc. Profit-Sharing And 401(K) Savings Plan — Form 5500 plan (Heat And Control, 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, Heat And Control, Inc. Profit-Sharing And 401(K) Savings Plan is a benefit plan reported by Heat And Control, Inc. under EIN 94-1150095 and plan number 001. The latest loaded filing year is 2023. The filing reports 796 participants and $92,817,953 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heat And Control, Inc.
EIN
94-1150095
Plan number
001
Plan type
2
Location
Hayward, CA
Latest filing year
2023
Participants
796
End-of-year plan assets
$92,817,953

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023796H, C20241014141650NAL0053912642001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$92,817,953
Total liabilities (EOY)
$0
Net assets (EOY)
$92,817,953
Net assets (BOY)
$80,162,388

Income & contributions

Employer contributions
$1,429,147
Participant contributions
$5,258,546
Total contributions
$7,140,619
Total income / additions
$19,261,590

Expenses & distributions

Benefits paid
$6,585,895
Administrative expenses
$20,130
Total expenses
$6,606,025
Net increase / (decrease)
$12,655,565

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY CLIENT$20,129$02023

Related Form 5500 pages