Plan5500

Clim-A-Tech Industries, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Clim-A-Tech Industries, Inc. (EIN 41-0948098) is a plan sponsor located in Eden Prairie, MN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-0948098
Location
Eden Prairie, MN
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Clim-A-Tech Industries, Inc.

  • 2 loaded plans hold $27.8M in reported assets.
  • The largest, Clim-A-Tech Industries, Inc. Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 302 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25.1MSummed across loaded plans$25,140,813
Total reported assets$27.8M$27,780,042
Total reported participants302
Total reported liabilities$2.6M$2,639,229

Reported net position

Reported assets = net assets + liabilities (summed)$27.8M total assets
Net assets$25.1MLiabilities$2.6M
Contributions & income
Employer contributions$1.3M
Participant contributionsNot reported
Total income / additions$2.8M
Expenses & distributions
Benefits paid / distributions$916.5K
Total expenses$951.6K
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Clim-A-Tech Industries, Inc. Employee Stock Ownership Plan
Participants per plan151Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Clim-A-Tech Industries, Inc. Employee Stock Ownership Plan$27.8M
    Plan #001 · 173 participants · 2023
  2. 2
    Clim-A-Tech Industries, Inc.not reported in the loaded dataset
    Plan #501 · 129 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Clim-A-Tech Industries, Inc.. Open one for its full reported snapshot.

  1. 2023
    Clim-A-Tech Industries, Inc.129 participants · 2No schedules
    View filing →
  2. 2023
    Clim-A-Tech Industries, Inc. Employee Stock Ownership Plan173 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Clim-A-Tech Industries, Inc. report on Form 5500?
Clim-A-Tech Industries, Inc. (EIN 41-0948098) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Clim-A-Tech Industries, Inc.?
The Employer Identification Number (EIN) reported for Clim-A-Tech Industries, Inc. is 41-0948098.
What is the latest Form 5500 filing year for Clim-A-Tech Industries, Inc.?
The latest loaded Form 5500 filing year for Clim-A-Tech Industries, Inc. is 2023.

Related Form 5500 pages