2023 Form 5500 filing — Burgeson'S Heating And Air Conditioning, Inc. 401k 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 20241211222745NAL0011967137001) for Burgeson'S Heating And Air Conditioning, Inc. 401k Plan, reported by Burgeson'S Heating And Air Conditioning, In. under EIN 95-2641609 and plan number 002. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241211222745NAL0011967137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burgeson'S Heating And Air Conditioning, In.
- EIN
- 95-2641609
- Plan number
- 002
- Location
- Redlands, CA
- Participants
- 142
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,882,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,882,169
- Employer contributions
- $375,982
- Participant contributions
- $881,838
- Total income / additions
- $2,203,271
- Benefits paid
- $344,288
- Administrative expenses
- $0
- Total expenses
- $344,288
- Net increase / (decrease)
- $1,858,983
- Schedule source
- Schedule H