2023 Form 5500 filing — Ace Heating & Air 401(K) 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 20240508112447NAL0046090354001) for Ace Heating & Air 401(K) Plan, reported by Ace Heating & Air Conditioning, Inc. under EIN 45-5354537 and plan number 002. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$513.8KReported net assets$513,752
Participants10
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240508112447NAL0046090354001
Plan sponsor
Ace Heating & Air Conditioning, Inc.
EIN
45-5354537
Plan number
002
Location
Sanger, TX
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)$513.8K total assets
Net assets$513.8KLiabilities
Money in vs. money out
Total income / additions$33.4K
Total expenses$82.2K
Benefits paid / distributions$81.1K
Contributions
Employer$8.8K
Participant$13.6K
Full reported line items
Total assets (EOY)
$513,752
Net assets (EOY)
$513,752
Employer contributions
$8,791
Participant contributions
$13,571
Total income / additions
$33,395
Benefits paid
$81,084
Administrative expenses
$1,081
Total expenses
$82,165
Net increase / (decrease)
-$48,770

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240508112447NAL0046090354001 cover?
It is the 2023 Form 5500 filing for Ace Heating & Air 401(K) Plan, reported by Ace Heating & Air Conditioning, Inc. (EIN 45-5354537).
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