Plan5500

Heating & Plumbing Engineers, 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, Heating & Plumbing Engineers, Inc. (EIN 84-0440524) is a plan sponsor located in Colorado Springs, CO 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
84-0440524
Location
Colorado Springs, CO
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 Heating & Plumbing Engineers, Inc.

  • 1 loaded plans hold $7.5M in reported assets.
  • The largest, Heating & Plumbing Engineers, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 144 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$7.5MSummed across loaded plans$7,513,934
Total reported assets$7.5M$7,513,934
Total reported participants144
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.5M total assets
Net assets$7.5MLiabilities$0
Contributions & income
Employer contributions$121K
Participant contributions$292.5K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$749K
Total expenses$815.9K
Net increase / (decrease)$803.5K

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%Heating & Plumbing Engineers, Inc. 401(K) Plan
Participants per plan144Average 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
    Heating & Plumbing Engineers, Inc. 401(K) Plan$7.5M
    Plan #001 · 144 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 Heating & Plumbing Engineers, Inc.. Open one for its full reported snapshot.

  1. 2023
    Heating & Plumbing Engineers, Inc. 401(K) Plan144 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Heating & Plumbing Engineers, Inc. report on Form 5500?
Heating & Plumbing Engineers, Inc. (EIN 84-0440524) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Heating & Plumbing Engineers, Inc.?
The Employer Identification Number (EIN) reported for Heating & Plumbing Engineers, Inc. is 84-0440524.
What is the latest Form 5500 filing year for Heating & Plumbing Engineers, Inc.?
The latest loaded Form 5500 filing year for Heating & Plumbing Engineers, Inc. is 2023.

Related Form 5500 pages