Sogefi Air & Cooling Usa, 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, Sogefi Air & Cooling Usa, Inc. (EIN 80-0519639) is a plan sponsor located in Rochester Hls, MI 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
80-0519639
Location
Rochester Hls, MI
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 Sogefi Air & Cooling Usa, Inc.

  • 1 loaded plans hold $13.5M in reported assets.
  • The largest, Sogefi Usa Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 450 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.5MSummed across loaded plans$13,503,364
Total reported assets$13.5M$13,503,364
Total reported participants450
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13.5M total assets
Net assets$13.5MLiabilities$0
Contributions & income
Employer contributions$499.4K
Participant contributions$782.9K
Total income / additions$3.2M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.6M
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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%Sogefi Usa Retirement Plan
Participants per plan450Average 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
    Plan #001 · 450 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Sogefi Air & Cooling Usa, Inc.. Open one for its full reported snapshot.

  1. 2023
    Sogefi Usa Retirement Plan450 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Sogefi Air & Cooling Usa, Inc. report on Form 5500?
Sogefi Air & Cooling Usa, Inc. (EIN 80-0519639) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Sogefi Air & Cooling Usa, Inc.?
The Employer Identification Number (EIN) reported for Sogefi Air & Cooling Usa, Inc. is 80-0519639.
What is the latest Form 5500 filing year for Sogefi Air & Cooling Usa, Inc.?
The latest loaded Form 5500 filing year for Sogefi Air & Cooling Usa, Inc. is 2023.

Related Form 5500 pages