Plan5500

Employees 401(K) Retirement Savings Plan Of U.S. Air Conditioning Distributors — Form 5500 plan (Us Air Conditioning Distributors, LLC.)

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, Employees 401(K) Retirement Savings Plan Of U.S. Air Conditioning Distributors is a benefit plan reported by Us Air Conditioning Distributors, LLC. under EIN 26-0852920 and plan number 001. The latest loaded filing year is 2023. The filing reports 547 participants and $55,850,036 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$55.9MPlan net assets, end of year$55,850,036
Participants547Covered participants reported
Assets / participant$102.1KComputed: assets ÷ participants$102,102 (computed)
Provider compensation$152.3K4 Schedule C provider row(s)$152,346
Plan sponsor
Us Air Conditioning Distributors, LLC.
EIN
26-0852920
Plan number
001
Plan type
3
Location
City Of Industry, CA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    547 participants · 3Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$55.9M total assets
Net assets$55.9MLiabilities$0
Money in vs. money out
Total income / additions$10.8M
Total expenses$2.7M
Benefits paid / distributions$2.5M
Contributions
Employer$1.1M
Participant$2.3M
Full reported line items

Net assets

Total assets (EOY)
$55,850,036
Total liabilities (EOY)
$0
Net assets (EOY)
$55,850,036
Net assets (BOY)
$47,743,658

Income & contributions

Employer contributions
$1,117,736
Participant contributions
$2,276,940
Total contributions
$3,441,852
Total income / additions
$10,800,884

Expenses & distributions

Benefits paid
$2,538,801
Administrative expenses
$152,415
Total expenses
$2,694,506
Net increase / (decrease)
$8,106,378
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$118.3K
    CONTRACT ADMINISTRATOR · Direct $118.3K · Indirect $0
  2. 2
    Talley Llp$34K
    ACCOUNTANT · Direct $34K
  3. 3
    Morningstar Investment Management L$0
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0
  4. 4
    Wilshire Advisors LLC$0
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

Related Form 5500 pages