United Heating And Cooling 401 K Plan — Form 5500 plan (United Heating And Cooling Incorporated)
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, United Heating And Cooling 401 K Plan is a benefit plan reported by United Heating And Cooling Incorporated under EIN 43-1563674 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $8,541,524 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Heating And Cooling Incorporated
- EIN
- 43-1563674
- Plan number
- 001
- Plan type
- 2
- Location
- Grandview, MO
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $8,541,524
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20240925133037NAL0008360435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,541,524
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,541,524
- Net assets (BOY)
- $7,204,025
Income & contributions
- Employer contributions
- $130,845
- Participant contributions
- $457,018
- Total contributions
- $587,863
- Total income / additions
- $1,682,066
Expenses & distributions
- Benefits paid
- $290,491
- Administrative expenses
- $54,076
- Total expenses
- $344,567
- Net increase / (decrease)
- $1,337,499
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning, Inc. | ADVISOR | $35,692 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $18,383 | $0 | 2023 |