2023 Form 5500 filing — Acca New England Retirement Savings Plan Fbo Chaves Heating & Air Conditioning, Inc.
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 20240918114336NAL0004276225001) for Acca New England Retirement Savings Plan Fbo Chaves Heating & Air Conditioning, Inc., reported by Chaves Heating & Air Conditioning, Inc. under EIN 04-3413370 and plan number 005. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918114336NAL0004276225001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Chaves Heating & Air Conditioning, Inc.
- EIN
- 04-3413370
- Plan number
- 005
- Location
- Hudson, MA
- Participants
- 20
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $54,309
- Participant contributions
- $131,425
- Total income / additions
- $485,852
- Benefits paid
- $77,890
- Administrative expenses
- $18,783
- Total expenses
- $96,673
- Net increase / (decrease)
- $389,179
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Svcs Ins Agcy Inc. | BROKER/ ADVISER | $0 | $8,009 |
| American Pension Services, LLC | CONTRACT ADMIN | $5,776 | $2,002 |
| Ifp Advisors Inc Dba Independent Fi | INVESTMENT ADVISOR | $1,283 | not reported in the loaded dataset |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $930 | $0 |
| Advised Assets Group | INVESTMENT MGMT | $736 | not reported in the loaded dataset |
| Resources Investment Advisors Dba B | OTHER | $720 | not reported in the loaded dataset |