Air Distribution Enterprises Inc. 401(K) Plan — Form 5500 plan (Air Distribution Enterprises Inc.)

Plain-English plan 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, Air Distribution Enterprises Inc. 401(K) Plan is a benefit plan reported by Air Distribution Enterprises Inc. under EIN 11-2853894 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $18,395,109 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Air Distribution Enterprises Inc.
EIN
11-2853894
Plan number
001
Plan type
2
Location
Freeport, NY
Latest filing year
2023
Participants
160
End-of-year plan assets
$18,395,109

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023160H, C20240912102623NAL0004366435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,395,109
Total liabilities (EOY)
$0
Net assets (EOY)
$18,395,109
Net assets (BOY)
$14,252,182

Income & contributions

Employer contributions
$364,899
Participant contributions
$726,389
Total contributions
$1,091,288
Total income / additions
$4,211,999

Expenses & distributions

Benefits paid
$18,597
Administrative expenses
$36,324
Total expenses
$69,072
Net increase / (decrease)
$4,142,927

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Portfolios AdvisorsINVESTMENT ADVISOR$30,639$02023
United Benefit Pensions IncCONTRACT ADMIN$5,885$02023
Capital Group Retirement Plan ServiRECORDKEEPER$75$02023
United Benefit Pensions IncCONTRACT ADMINnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages