2023 Form 5500 filing — Peters Heating & Air Conditioning, Inc. Retirement Savings 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 20241003084932NAL0019233330001) for Peters Heating & Air Conditioning, Inc. Retirement Savings Plan, reported by Peters Heating & Air Conditioning, Inc. under EIN 37-0892465 and plan number 002. It reports 325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8MReported net assets$7,952,256
Participants325
Provider compensation$34.5K3 Schedule C row(s)$34,486
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003084932NAL0019233330001
- Plan sponsor
- Peters Heating & Air Conditioning, Inc.
- EIN
- 37-0892465
- Plan number
- 002
- Location
- Quincy, IL
- Received date
- not reported in the loaded dataset
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)$8M total assets
Net assets$8MLiabilities$10.1K
Full reported line items
- Total assets (EOY)
- $7,962,331
- Total liabilities (EOY)
- $10,075
- Net assets (EOY)
- $7,952,256
- Employer contributions
- $302,339
- Participant contributions
- $460,094
- Total income / additions
- $2,233,327
- Benefits paid
- $1,092,474
- Administrative expenses
- $34,486
- Total expenses
- $1,142,296
- Net increase / (decrease)
- $1,091,031
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stifel Nicolaus & Co Inc | INVESTMENT ADVISOR | $17,846 | not reported in the loaded dataset |
| Williams Benefit Consulting, LLC | CONTRACT ADMINISTRATOR | $13,216 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $3,424 | $0 |