2023 Form 5500 filing — Central Oregon Heating And Cooling, 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 20241015151645NAL0016725715001) for Central Oregon Heating And Cooling, Inc. 401(K) Plan, reported by Central Oregon Heating And Cooling, Inc. under EIN 93-1121153 and plan number 001. It reports 227 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)$2.8MReported net assets$2,829,191
Participants227
Provider compensation$21.6K4 Schedule C row(s)$21,598
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015151645NAL0016725715001
- Plan sponsor
- Central Oregon Heating And Cooling, Inc.
- EIN
- 93-1121153
- Plan number
- 001
- Location
- Beaverton, OR
- Received date
- not reported in the loaded dataset
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)$2.8M total assets
Net assets$2.8MLiabilities$1.8K
Full reported line items
- Total assets (EOY)
- $2,830,943
- Total liabilities (EOY)
- $1,752
- Net assets (EOY)
- $2,829,191
- Employer contributions
- $226,283
- Participant contributions
- $364,863
- Total income / additions
- $1,339,208
- Benefits paid
- $380,870
- Administrative expenses
- $29,326
- Total expenses
- $410,196
- Net increase / (decrease)
- $929,012
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates .00 Inc | INVESTMENT ADVISOR | $12,547 | not reported in the loaded dataset |
| Pension Plan Specialists Pc | CONTRACT ADMIN | $4,523 | $1,091 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,560 | $0 |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $0 | $877 |