Schneider Heating & Air Conditioning, Inc. Profit Sharing Plan — Form 5500 plan (Schneider 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, Schneider Heating & Air Conditioning, Inc. Profit Sharing Plan is a benefit plan reported by Schneider Heating & Air Conditioning, Inc. under EIN 39-1178245 and plan number 001. The latest loaded filing year is 2023. The filing reports 117 participants and $9,349,262 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schneider Heating & Air Conditioning, Inc.
- EIN
- 39-1178245
- Plan number
- 001
- Plan type
- 2
- Location
- Onalaska, WI
- Latest filing year
- 2023
- Participants
- 117
- End-of-year plan assets
- $9,349,262
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 117 | H, C | 20241002124432NAL0004797699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,349,262
- Total liabilities (EOY)
- $22,784
- Net assets (EOY)
- $9,326,478
- Net assets (BOY)
- $7,399,258
Income & contributions
- Employer contributions
- $258,252
- Participant contributions
- $490,350
- Total contributions
- $901,160
- Total income / additions
- $2,374,095
Expenses & distributions
- Benefits paid
- $420,780
- Administrative expenses
- $26,095
- Total expenses
- $446,875
- Net increase / (decrease)
- $1,927,220
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $26,833 | not reported in the loaded dataset | 2023 |
| Premier Retirement Partners | CONTRACT ADMIN | $1,184 | not reported in the loaded dataset | 2023 |
| Capital Groups Retirement Plan Svs | RECORDKEEPER | $625 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Schneider Heating & Air Conditioning, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Onalaska, WI
- Commonwealth Equity Services LLC — Schedule C compensation
- Premier Retirement Partners — Schedule C compensation
- Capital Groups Retirement Plan Svs — Schedule C compensation