Plan5500

American Heating, 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, American Heating, Inc. (EIN 93-0674300) is a plan sponsor located in Portland, OR with 3 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
93-0674300
Location
Portland, OR
Loaded plans
3
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 American Heating, Inc.

  • 3 loaded plans hold $25.1M in reported assets.
  • The largest, American Heating, Inc. 401(K) Plan, holds 85% of this company's reported plan assets.
  • Plans cover 664 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$23.9MSummed across loaded plans$23,895,296
Total reported assets$25.1M$25,078,024
Total reported participants664
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$25.1M total assets
Net assets$23.9MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$1.3M
Total income / additions$6.8M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.8M
Net increase / (decrease)$5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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 assets85%American Heating, Inc. 401(K) Plan
Participants per plan221Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    American Heating, Inc. 401(K) Plan$21.3M
    Plan #001 · 272 participants · 2023
  2. 2
    The Contractors Retirement Plan$3.8M
    Plan #002 · 177 participants · 2023
  3. 3
    American Heating, Inc. Employee Benefits Plannot reported in the loaded dataset
    Plan #503 · 215 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 American Heating, Inc.. Open one for its full reported snapshot.

  1. 2023
    American Heating, Inc. Employee Benefits Plan215 participants · 2No schedules
    View filing →
  2. 2023
    The Contractors Retirement Plan177 participants · 2Sch H
    View filing →
  3. 2023
    American Heating, Inc. 401(K) Plan272 participants · 2Sch HSch C
    View filing →
  4. 2023
    The Contractors Retirement Plan167 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does American Heating, Inc. report on Form 5500?
American Heating, Inc. (EIN 93-0674300) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for American Heating, Inc.?
The Employer Identification Number (EIN) reported for American Heating, Inc. is 93-0674300.
What is the latest Form 5500 filing year for American Heating, Inc.?
The latest loaded Form 5500 filing year for American Heating, Inc. is 2023.

Related Form 5500 pages