Burgeson'S Heating And Air Conditioning, Inc. 401k Plan — Form 5500 plan (Burgeson'S Heating And Air Conditioning, In.)
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, Burgeson'S Heating And Air Conditioning, Inc. 401k Plan is a benefit plan reported by Burgeson'S Heating And Air Conditioning, In. under EIN 95-2641609 and plan number 002. The latest loaded filing year is 2023. The filing reports 142 participants and $8,882,169 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burgeson'S Heating And Air Conditioning, In.
- EIN
- 95-2641609
- Plan number
- 002
- Plan type
- 2
- Location
- Redlands, CA
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $8,882,169
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H | 20241211222745NAL0011967137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,882,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,882,169
- Net assets (BOY)
- $7,023,186
Income & contributions
- Employer contributions
- $375,982
- Participant contributions
- $881,838
- Total contributions
- $1,266,140
- Total income / additions
- $2,203,271
Expenses & distributions
- Benefits paid
- $344,288
- Administrative expenses
- $0
- Total expenses
- $344,288
- Net increase / (decrease)
- $1,858,983
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.