Hoffmann Brothers Heating & Air Conditioning 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Hoffmann Brothers Heating & Air Conditioning)
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, Hoffmann Brothers Heating & Air Conditioning 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Hoffmann Brothers Heating & Air Conditioning under EIN 43-1474224 and plan number 001. The latest loaded filing year is 2023. The filing reports 375 participants and $21,390,715 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hoffmann Brothers Heating & Air Conditioning
- EIN
- 43-1474224
- Plan number
- 001
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 375
- End-of-year plan assets
- $21,390,715
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 375 | H, C | 20240930144531NAL0003333587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,390,715
- Total liabilities (EOY)
- $194
- Net assets (EOY)
- $21,390,521
- Net assets (BOY)
- $16,072,062
Income & contributions
- Employer contributions
- $1,547,405
- Participant contributions
- $2,075,142
- Total contributions
- $3,635,282
- Total income / additions
- $6,654,822
Expenses & distributions
- Benefits paid
- $1,253,004
- Administrative expenses
- $83,165
- Total expenses
- $1,336,363
- Net increase / (decrease)
- $5,318,459
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $46,579 | not reported in the loaded dataset | 2023 |
| Moneta Group LLC | NONE | $36,586 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $5,848 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hoffmann Brothers Heating & Air Conditioning
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Epic Retirement Plan Services — Schedule C compensation
- Moneta Group LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation