2023 Form 5500 filing — Houk Air Conditioning, Inc. 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 20241015135242NAL0016538051001) for Houk Air Conditioning, Inc. 401(K) Plan, reported by Houk Air Conditioning, Inc. under EIN 75-1231584 and plan number 001. It reports 248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135242NAL0016538051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Houk Air Conditioning, Inc.
- EIN
- 75-1231584
- Plan number
- 001
- Location
- Arlington, TX
- Participants
- 248
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,407,035
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,407,035
- Employer contributions
- $294,962
- Participant contributions
- $480,669
- Total income / additions
- $1,748,921
- Benefits paid
- $234,480
- Administrative expenses
- $37,053
- Total expenses
- $271,410
- Net increase / (decrease)
- $1,477,511
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,849 | $0 |
| Securian Financial Services Inc | INVESTMENT ADVISOR | $12,404 | not reported in the loaded dataset |
| Cetera Investment Advisers LLC | INVESTMENT ADVISOR | $6,643 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,157 | not reported in the loaded dataset |