2023 Form 5500 filing — Safe Aire Heating & Cooling Company, Inc. Employee Benefit 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 20241001114442NAL0003228403001) for Safe Aire Heating & Cooling Company, Inc. Employee Benefit Plan, reported by Safe Aire Heating And Cooling Company, Inc. under EIN 58-1132811 and plan number 501. It reports 70 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$293.7KReported net assets-$293,707
Participants70
Provider compensation$73K8 Schedule C row(s)$73,041
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001114442NAL0003228403001
Plan sponsor
Safe Aire Heating And Cooling Company, Inc.
EIN
58-1132811
Plan number
501
Location
Albany, GA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$41.4K total assets
Net assets-$293.7KLiabilities$335.1K
Money in vs. money out
Total income / additions$613.1K
Total expenses$821.5K
Benefits paid / distributions$523.1K
Contributions
Employer$456.4K
Participant$156K
Full reported line items
Total assets (EOY)
$41,428
Total liabilities (EOY)
$335,135
Net assets (EOY)
-$293,707
Employer contributions
$456,391
Participant contributions
$155,976
Total income / additions
$613,103
Benefits paid
$523,119
Administrative expenses
$8,110
Total expenses
$821,529
Net increase / (decrease)
-$208,426
Schedule C

Reported service provider compensation

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

  1. 1
    BROKER · Direct $20.9K
  2. 2
    BROKER · Direct $16.2K
  3. 3
    BROKER · Direct $10.1K
  4. 4
    ADMIN · Direct $8.1K
  5. 5
    BROKER · Direct $7.6K
  6. 6
    PATIENT ADVOCATE · Direct $4.6K
  7. 7
    CARRIER · Direct $3.5K
  8. 8
    PATIENT ADVOCATE · Direct $2.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001114442NAL0003228403001 cover?
It is the 2023 Form 5500 filing for Safe Aire Heating & Cooling Company, Inc. Employee Benefit Plan, reported by Safe Aire Heating And Cooling Company, Inc. (EIN 58-1132811).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Related Form 5500 pages