2023 Form 5500 filing — Airco Mechanical, Inc. Stock Bonus 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 20250715143916NAL0002304513001) for Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan, reported by Airco Mechanical, Inc. under EIN 94-2292784 and plan number 003. It reports 86 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.3MReported net assets$8,256,771
Participants86
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250715143916NAL0002304513001
Plan sponsor
Airco Mechanical, Inc.
EIN
94-2292784
Plan number
003
Location
Sacramento, CA
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)$11.2M total assets
Net assets$8.3MLiabilities$2.9M
Money in vs. money out
Total income / additions-$300.9K
Total expenses$841.8K
Benefits paid / distributions$689.9K
Contributions
Employer$226.9K
Participant$0
Full reported line items
Total assets (EOY)
$11,195,223
Total liabilities (EOY)
$2,938,452
Net assets (EOY)
$8,256,771
Employer contributions
$226,856
Participant contributions
$0
Total income / additions
-$300,903
Benefits paid
$689,926
Administrative expenses
$7,494
Total expenses
$841,812
Net increase / (decrease)
-$1,142,715

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250715143916NAL0002304513001 cover?
It is the 2023 Form 5500 filing for Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan, reported by Airco Mechanical, Inc. (EIN 94-2292784).
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