2023 Form 5500 filing — Southern Hvac Corporation 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 20240702130357NAL0010366818001) for Southern Hvac Corporation 401(K) Plan, reported by Southern Hvac Corporation under EIN 81-2606496 and plan number 002. It reports 573 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240702130357NAL0010366818001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Hvac Corporation
- EIN
- 81-2606496
- Plan number
- 002
- Location
- Maitland, FL
- Participants
- 573
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,155,249
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,155,249
- Employer contributions
- $1,009,040
- Participant contributions
- $1,810,577
- Total income / additions
- $7,504,597
- Benefits paid
- $1,803,141
- Administrative expenses
- $98,546
- Total expenses
- $1,901,687
- Net increase / (decrease)
- $5,602,910
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $65,954 | $0 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $24,756 | $0 |
| Florida Retirement Cons | CONTRACT ADMINISTRATOR | $5,470 | $0 |