2023 Form 5500 filing — Best Heating & Air Conditioning Company 401 (K) Profit Sharing 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 20250207142922NAL0006577811002) for Best Heating & Air Conditioning Company 401 (K) Profit Sharing Plan, reported by Best Heating & Air Conditioning Company under EIN 52-1537460 and plan number 001. It reports 14 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$725.2KReported net assets$725,244
Participants14
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250207142922NAL0006577811002
Plan sponsor
Best Heating & Air Conditioning Company
EIN
52-1537460
Plan number
001
Location
Frederick, MD
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$725.2K total assets
Net assets$725.2KLiabilities
Money in vs. money out
Total income / additions$162.1K
Total expenses$7.7K
Benefits paid / distributionsNot reported
Contributions
Employer$50K
Participant$15.1K
Full reported line items
Total assets (EOY)
$725,244
Net assets (EOY)
$725,244
Employer contributions
$50,000
Participant contributions
$15,073
Total income / additions
$162,091
Administrative expenses
$7,675
Total expenses
$7,675
Net increase / (decrease)
$154,416

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250207142922NAL0006577811002 cover?
It is the 2023 Form 5500 filing for Best Heating & Air Conditioning Company 401 (K) Profit Sharing Plan, reported by Best Heating & Air Conditioning Company (EIN 52-1537460).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages