2023 Form 5500 filing — Benson'S Heating And Air Conditioning, Inc. Employee Stock Ownership Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240410095915NAL0026032305001) for Benson'S Heating And Air Conditioning, Inc. Employee Stock Ownership Plan, reported by Bensons Heating & Air Conditioning, Inc. under EIN 59-2893444 and plan number 002. It reports 91 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.1MReported net assets$3,146,812
Participants91
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240410095915NAL0026032305001
Plan sponsor
Bensons Heating & Air Conditioning, Inc.
EIN
59-2893444
Plan number
002
Location
Tallahassee, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.1M total assets
Net assets$3.1MLiabilities
Money in vs. money out
Total income / additions$440.8K
Total expenses$0
Benefits paid / distributionsNot reported
Contributions
Employer$9.2K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$3,146,812
Net assets (EOY)
$3,146,812
Employer contributions
$9,151
Total income / additions
$440,838
Total expenses
$0
Net increase / (decrease)
$440,838

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240410095915NAL0026032305001 cover?
It is the 2023 Form 5500 filing for Benson'S Heating And Air Conditioning, Inc. Employee Stock Ownership Plan, reported by Bensons Heating & Air Conditioning, Inc. (EIN 59-2893444).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages