2023 Form 5500 filing — Climax Inc 401(K) Profit Sharing Plan & Trust

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 20240711102359NAL0032654722001) for Climax Inc 401(K) Profit Sharing Plan & Trust, reported by Climax Inc under EIN 56-2286342 and plan number 001. It reports 24 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$315.5KReported net assets$315,526
Participants24
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240711102359NAL0032654722001
Plan sponsor
Climax Inc
EIN
56-2286342
Plan number
001
Location
Doral, 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)$315.5K total assets
Net assets$315.5KLiabilities$0
Money in vs. money out
Total income / additions$107.8K
Total expenses$4.2K
Benefits paid / distributions$0
Contributions
Employer$34.5K
Participant$45.5K
Full reported line items
Total assets (EOY)
$315,526
Total liabilities (EOY)
$0
Net assets (EOY)
$315,526
Employer contributions
$34,471
Participant contributions
$45,521
Total income / additions
$107,764
Benefits paid
$0
Administrative expenses
$4,179
Total expenses
$4,179
Net increase / (decrease)
$103,585

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240711102359NAL0032654722001 cover?
It is the 2023 Form 5500 filing for Climax Inc 401(K) Profit Sharing Plan & Trust, reported by Climax Inc (EIN 56-2286342).
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