2023 Form 5500 filing — Empire Comfort Systems, Inc. Savings Incentive & Profit Sharing (Sips) 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 20241011152502NAL0039293328001) for Empire Comfort Systems, Inc. Savings Incentive & Profit Sharing (Sips) Plan, reported by Empire Comfort Systems, Inc. under EIN 37-1234416 and plan number 001. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011152502NAL0039293328001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Empire Comfort Systems, Inc.
- EIN
- 37-1234416
- Plan number
- 001
- Location
- Belleville, IL
- Participants
- 274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,364,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,364,951
- Employer contributions
- $125,065
- Participant contributions
- $441,424
- Total income / additions
- $2,436,865
- Benefits paid
- $569,517
- Administrative expenses
- $38,432
- Total expenses
- $618,595
- Net increase / (decrease)
- $1,818,270
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,431 | $0 |
| Northwestern Mutual Investment Serv | OTHER SERVICES | $0 | $1,145 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |