2023 Form 5500 filing — Schneider Heating & Air Conditioning, Inc. Profit Sharing 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 20241002124432NAL0004797699001) for Schneider Heating & Air Conditioning, Inc. Profit Sharing Plan, reported by Schneider Heating & Air Conditioning, Inc. under EIN 39-1178245 and plan number 001. It reports 117 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002124432NAL0004797699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schneider Heating & Air Conditioning, Inc.
- EIN
- 39-1178245
- Plan number
- 001
- Location
- Onalaska, WI
- Participants
- 117
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,349,262
- Total liabilities (EOY)
- $22,784
- Net assets (EOY)
- $9,326,478
- Employer contributions
- $258,252
- Participant contributions
- $490,350
- Total income / additions
- $2,374,095
- Benefits paid
- $420,780
- Administrative expenses
- $26,095
- Total expenses
- $446,875
- Net increase / (decrease)
- $1,927,220
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $26,833 | not reported in the loaded dataset |
| Premier Retirement Partners | CONTRACT ADMIN | $1,184 | not reported in the loaded dataset |
| Capital Groups Retirement Plan Svs | RECORDKEEPER | $625 | $0 |