2023 Form 5500 filing — Climate Design Air Conditioning, Inc. Employee Stock Ownership 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 20250213095623NAL0011717283001) for Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan, reported by Climate Design Air Conditioning, Inc. under EIN 59-1453509 and plan number 002. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.5MReported net assets$9,503,645
Participants147
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250213095623NAL0011717283001
Plan sponsor
Climate Design Air Conditioning, Inc.
EIN
59-1453509
Plan number
002
Location
Clearwater, FL
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)$9.9M total assets
Net assets$9.5MLiabilities$396.4K
Money in vs. money out
Total income / additions$1.9M
Total expenses$259K
Benefits paid / distributions$250.9K
Contributions
Employer$560.6K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$9,900,045
Total liabilities (EOY)
$396,400
Net assets (EOY)
$9,503,645
Employer contributions
$560,582
Total income / additions
$1,910,582
Benefits paid
$250,920
Administrative expenses
$0
Total expenses
$259,029
Net increase / (decrease)
$1,651,553

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250213095623NAL0011717283001 cover?
It is the 2023 Form 5500 filing for Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan, reported by Climate Design Air Conditioning, Inc. (EIN 59-1453509).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages