2023 Form 5500 filing — Standard Heating & Air Conditioning, Inc. 401(K) 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 20241008101419NAL0034352674001) for Standard Heating & Air Conditioning, Inc. 401(K) Profit Sharing Plan, reported by Standard Heating & Air Conditioning, Inc. under EIN 20-0914439 and plan number 003. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008101419NAL0034352674001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Standard Heating & Air Conditioning, Inc.
- EIN
- 20-0914439
- Plan number
- 003
- Location
- Minneapolis, MN
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,794,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,794,784
- Employer contributions
- $593,780
- Participant contributions
- $859,456
- Total income / additions
- $4,083,409
- Benefits paid
- $1,239,164
- Administrative expenses
- $41,314
- Total expenses
- $1,280,478
- Net increase / (decrease)
- $2,802,931
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Christensen Group Financial | NONE | $19,344 | not reported in the loaded dataset |
| Ifs Advisory LLC | NONE | $15,049 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $6,921 | $0 |