2023 Form 5500 filing — Energy Air, Inc. 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 20240822084104NAL0008681264001) for Energy Air, Inc. 401(K) Plan, reported by Energy Air, Inc. under EIN 59-2040096 and plan number 001. It reports 362 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.9MReported net assets$5,900,154
Participants362
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240822084104NAL0008681264001
Plan sponsor
Energy Air, Inc.
EIN
59-2040096
Plan number
001
Location
Orlando, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$5.9M total assets
Net assets$5.9MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$362.6K
Benefits paid / distributions$357.2K
Contributions
Employer$114.6K
Participant$476.6K
Full reported line items
Total assets (EOY)
$5,900,154
Total liabilities (EOY)
$0
Net assets (EOY)
$5,900,154
Employer contributions
$114,583
Participant contributions
$476,563
Total income / additions
$1,340,716
Benefits paid
$357,193
Administrative expenses
$5,442
Total expenses
$362,635
Net increase / (decrease)
$978,081

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240822084104NAL0008681264001 cover?
It is the 2023 Form 5500 filing for Energy Air, Inc. 401(K) Plan, reported by Energy Air, Inc. (EIN 59-2040096).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages