2023 Form 5500 filing — Clim-A-Tech Industries, 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 20250815081411NAL0005790163001) for Clim-A-Tech Industries, Inc. Employee Stock Ownership Plan, reported by Clim-A-Tech Industries, Inc. under EIN 41-0948098 and plan number 001. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$25.1MReported net assets$25,140,813
Participants173
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250815081411NAL0005790163001
Plan sponsor
Clim-A-Tech Industries, Inc.
EIN
41-0948098
Plan number
001
Location
Eden Prairie, MN
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)$27.8M total assets
Net assets$25.1MLiabilities$2.6M
Money in vs. money out
Total income / additions$2.8M
Total expenses$951.6K
Benefits paid / distributions$916.5K
Contributions
Employer$1.3M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$27,780,042
Total liabilities (EOY)
$2,639,229
Net assets (EOY)
$25,140,813
Employer contributions
$1,295,620
Total income / additions
$2,809,076
Benefits paid
$916,489
Administrative expenses
$0
Total expenses
$951,649
Net increase / (decrease)
$1,857,427

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250815081411NAL0005790163001 cover?
It is the 2023 Form 5500 filing for Clim-A-Tech Industries, Inc. Employee Stock Ownership Plan, reported by Clim-A-Tech Industries, Inc. (EIN 41-0948098).
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