Air-Conditioning, Heating And Refrigeration Institute 401(K) Retirement Plan — Form 5500 plan (Air-Conditioning, Heating And Refrigeration Insitute)

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-Conditioning, Heating And Refrigeration Institute 401(K) Retirement Plan is a benefit plan reported by Air-Conditioning, Heating And Refrigeration Insitute under EIN 26-1558777 and plan number 002. The latest loaded filing year is 2023. The filing reports 164 participants and $22,077,612 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Air-Conditioning, Heating And Refrigeration Insitute
EIN
26-1558777
Plan number
002
Plan type
2
Location
Arlington, VA
Latest filing year
2023
Participants
164
End-of-year plan assets
$22,077,612

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H, C20241014112053NAL0014832115001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,077,612
Total liabilities (EOY)
$0
Net assets (EOY)
$22,077,612
Net assets (BOY)
$19,341,659

Income & contributions

Employer contributions
$867,652
Participant contributions
$977,549
Total contributions
$1,968,776
Total income / additions
$5,209,970

Expenses & distributions

Benefits paid
$2,435,483
Administrative expenses
$38,534
Total expenses
$2,474,017
Net increase / (decrease)
$2,735,953

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Resource Investment AdvisorsNONE$28,465not reported in the loaded dataset2023
T Rowe Price Rps IncNONE$947$02023

Related Form 5500 pages