Plan5500

Climate Design Air Conditioning, 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, Climate Design Air Conditioning, Inc. (EIN 59-1453509) is a plan sponsor located in Clearwater, FL with 1 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
59-1453509
Location
Clearwater, FL
Loaded plans
1
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 Climate Design Air Conditioning, Inc.

  • 1 loaded plans hold $9.9M in reported assets.
  • The largest, Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 147 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.5MSummed across loaded plans$9,503,645
Total reported assets$9.9M$9,900,045
Total reported participants147
Total reported liabilities$396.4K$396,400

Reported net position

Reported assets = net assets + liabilities (summed)$9.9M total assets
Net assets$9.5MLiabilities$396.4K
Contributions & income
Employer contributions$560.6K
Participant contributionsNot reported
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$250.9K
Total expenses$259K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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%Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan
Participants per plan147Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan$9.9M
    Plan #002 · 147 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 Climate Design Air Conditioning, Inc.. Open one for its full reported snapshot.

  1. 2023
    Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan147 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Climate Design Air Conditioning, Inc. report on Form 5500?
Climate Design Air Conditioning, Inc. (EIN 59-1453509) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Climate Design Air Conditioning, Inc.?
The Employer Identification Number (EIN) reported for Climate Design Air Conditioning, Inc. is 59-1453509.
What is the latest Form 5500 filing year for Climate Design Air Conditioning, Inc.?
The latest loaded Form 5500 filing year for Climate Design Air Conditioning, Inc. is 2023.

Related Form 5500 pages