2023 Form 5500 filing — Therm-X Of California 401(K) Profit Sharing 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 20240813164415NAL0006193923001) for Therm-X Of California 401(K) Profit Sharing Plan, reported by Therm-X Of California, Inc. under EIN 94-2393175 and plan number 001. It reports 315 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.5MReported net assets$11,536,157
Participants315
Provider compensation$104.3K2 Schedule C row(s)$104,296
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240813164415NAL0006193923001
Plan sponsor
Therm-X Of California, Inc.
EIN
94-2393175
Plan number
001
Location
Hayward, CA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$11.5M total assets
Net assets$11.5MLiabilities
Money in vs. money out
Total income / additions$3M
Total expenses$552.6K
Benefits paid / distributions$448.3K
Contributions
Employer$471.8K
Participant$1.1M
Full reported line items
Total assets (EOY)
$11,536,157
Net assets (EOY)
$11,536,157
Employer contributions
$471,817
Participant contributions
$1,062,185
Total income / additions
$2,990,686
Benefits paid
$448,265
Administrative expenses
$104,296
Total expenses
$552,561
Net increase / (decrease)
$2,438,125
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $91.8K · Indirect $0
  2. 2
    AUDITOR · Direct $12.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240813164415NAL0006193923001 cover?
It is the 2023 Form 5500 filing for Therm-X Of California 401(K) Profit Sharing Plan, reported by Therm-X Of California, Inc. (EIN 94-2393175).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages