2023 Form 5500 filing — Thermal Concepts, LLC 401(K) 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 20241011155749NAL0011150915001) for Thermal Concepts, LLC 401(K) Plan, reported by Thermal Concepts, LLC under EIN 59-2317557 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011155749NAL0011150915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thermal Concepts, LLC
- EIN
- 59-2317557
- Plan number
- 001
- Location
- Davie, FL
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,160,194
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,160,194
- Employer contributions
- $97,394
- Participant contributions
- $639,578
- Total income / additions
- $2,484,189
- Benefits paid
- $319,425
- Administrative expenses
- $50,936
- Total expenses
- $373,703
- Net increase / (decrease)
- $2,110,486
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $27,130 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $23,806 | $0 |