True Air Mechanical, Inc. Employee Stock Ownership Plan — Form 5500 plan (True Air Mechanical, 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, True Air Mechanical, Inc. Employee Stock Ownership Plan is a benefit plan reported by True Air Mechanical, Inc. under EIN 27-3944870 and plan number 002. The latest loaded filing year is 2023. The filing reports 238 participants and $23,488,443 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- True Air Mechanical, Inc.
- EIN
- 27-3944870
- Plan number
- 002
- Plan type
- 2
- Location
- Corona, CA
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $23,488,443
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H | 20250124120819NAL0012953584001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,488,443
- Total liabilities (EOY)
- $32,341,017
- Net assets (EOY)
- -$8,852,574
- Net assets (BOY)
- -$24,387,182
Income & contributions
- Employer contributions
- $3,681,984
- Total contributions
- $3,681,984
- Total income / additions
- $16,281,984
Expenses & distributions
- Benefits paid
- $26,881
- Administrative expenses
- $0
- Total expenses
- $747,376
- Net increase / (decrease)
- $15,534,608
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.