2023 Form 5500 filing — Climate Control Heating And Cooling, Inc. 401(K) Profit Sharing Plan And Trust
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 20241016130508NAL0030669217001) for Climate Control Heating And Cooling, Inc. 401(K) Profit Sharing Plan And Trust, reported by Climate Control Heating And Cooling, Inc. under EIN 43-1499841 and plan number 002. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241016130508NAL0030669217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Climate Control Heating And Cooling, Inc.
- EIN
- 43-1499841
- Plan number
- 002
- Location
- Liberty, MO
- Participants
- 20
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,334,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,334,649
- Employer contributions
- $91,824
- Participant contributions
- $206,819
- Total income / additions
- $636,810
- Benefits paid
- $126,187
- Administrative expenses
- $14,051
- Total expenses
- $140,238
- Net increase / (decrease)
- $496,572
- Schedule source
- Schedule I