Standard Heating & Air Conditioning, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Standard Heating & Air Conditioning, 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, Standard Heating & Air Conditioning, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Standard Heating & Air Conditioning, Inc. under EIN 20-0914439 and plan number 003. The latest loaded filing year is 2023. The filing reports 169 participants and $17,794,784 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Standard Heating & Air Conditioning, Inc.
- EIN
- 20-0914439
- Plan number
- 003
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $17,794,784
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20241008101419NAL0034352674001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,794,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,794,784
- Net assets (BOY)
- $14,991,853
Income & contributions
- Employer contributions
- $593,780
- Participant contributions
- $859,456
- Total contributions
- $1,556,344
- Total income / additions
- $4,083,409
Expenses & distributions
- Benefits paid
- $1,239,164
- Administrative expenses
- $41,314
- Total expenses
- $1,280,478
- Net increase / (decrease)
- $2,802,931
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Christensen Group Financial | NONE | $19,344 | not reported in the loaded dataset | 2023 |
| Ifs Advisory LLC | NONE | $15,049 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $6,921 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Standard Heating & Air Conditioning, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Christensen Group Financial — Schedule C compensation
- Ifs Advisory LLC — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation