2023 Form 5500 filing — Aire-Rite Airconditioning Refrigeration, Inc. 401(K) Profit

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 20241015143300NAL0049931312001) for Aire-Rite Airconditioning Refrigeration, Inc. 401(K) Profit, reported by Aire-Rite Airconditioning & Refrigeration under EIN 95-2868706 and plan number 002. It reports 174 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)$10.3MReported net assets$10,307,192
Participants174
Provider compensation$93.7K4 Schedule C row(s)$93,692
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015143300NAL0049931312001
Plan sponsor
Aire-Rite Airconditioning & Refrigeration
EIN
95-2868706
Plan number
002
Location
Huntington Beach, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$10.3M total assets
Net assets$10.3MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$8.5M
Benefits paid / distributions$8.5M
Contributions
Employer$204K
Participant$649.1K
Full reported line items
Total assets (EOY)
$10,307,192
Total liabilities (EOY)
$0
Net assets (EOY)
$10,307,192
Employer contributions
$203,999
Participant contributions
$649,141
Total income / additions
$2,713,688
Benefits paid
$8,460,870
Administrative expenses
$69,868
Total expenses
$8,530,738
Net increase / (decrease)
-$5,817,050
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $69.9K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $23.8K
  3. 3
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0
  4. 4
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015143300NAL0049931312001 cover?
It is the 2023 Form 5500 filing for Aire-Rite Airconditioning Refrigeration, Inc. 401(K) Profit, reported by Aire-Rite Airconditioning & Refrigeration (EIN 95-2868706).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages