2023 Form 5500 filing — Aclima 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 20250221124811NAL0006082609001) for Aclima Inc. 401(K) Plan, reported by Aclima Inc. under EIN 26-1668364 and plan number 001. It reports 216 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)$3.2MReported net assets$3,247,087
Participants216
Provider compensation$26.7K1 Schedule C row(s)$26,704
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250221124811NAL0006082609001
Plan sponsor
Aclima Inc.
EIN
26-1668364
Plan number
001
Location
San Leandro, CA
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)$3.2M total assets
Net assets$3.2MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$397.3K
Benefits paid / distributions$365.3K
Contributions
Employer$0
Participant$593.3K
Full reported line items
Total assets (EOY)
$3,247,087
Total liabilities (EOY)
$0
Net assets (EOY)
$3,247,087
Employer contributions
$0
Participant contributions
$593,322
Total income / additions
$1,110,165
Benefits paid
$365,270
Administrative expenses
$26,704
Total expenses
$397,277
Net increase / (decrease)
$712,888

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Vanguard Group, Inc.NONE$26,704$0

Related Form 5500 pages