2023 Form 5500 filing — Christianson Air Conditioning And Plumbing Retirement 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 20240814051220NAL0011362609001) for Christianson Air Conditioning And Plumbing Retirement Plan, reported by Christianson Air Conditioning under EIN 76-0577626 and plan number 001. It reports 328 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814051220NAL0011362609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Christianson Air Conditioning
- EIN
- 76-0577626
- Plan number
- 001
- Location
- Round Rock, TX
- Participants
- 328
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,088,552
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,088,552
- Employer contributions
- $7,265
- Participant contributions
- $933,383
- Total income / additions
- $4,410,532
- Benefits paid
- $1,681,139
- Administrative expenses
- $72,704
- Total expenses
- $1,776,485
- Net increase / (decrease)
- $2,634,047
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Management Professionals | INVESTMENT/FINANCIAL ADVI | $39,422 | $0 |
| Adp, Inc. | RECORD KEEPER | $33,282 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |