2023 Form 5500 filing — Air Distribution Enterprises 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 20240912102623NAL0004366435001) for Air Distribution Enterprises Inc. 401(K) Plan, reported by Air Distribution Enterprises Inc. under EIN 11-2853894 and plan number 001. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912102623NAL0004366435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Air Distribution Enterprises Inc.
- EIN
- 11-2853894
- Plan number
- 001
- Location
- Freeport, NY
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,395,109
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,395,109
- Employer contributions
- $364,899
- Participant contributions
- $726,389
- Total income / additions
- $4,211,999
- Benefits paid
- $18,597
- Administrative expenses
- $36,324
- Total expenses
- $69,072
- Net increase / (decrease)
- $4,142,927
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Portfolios Advisors | INVESTMENT ADVISOR | $30,639 | $0 |
| United Benefit Pensions Inc | CONTRACT ADMIN | $5,885 | $0 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $75 | $0 |
| United Benefit Pensions Inc | CONTRACT ADMIN | not reported in the loaded dataset | not reported in the loaded dataset |