A-1 United Heating & Air Conditioning Co. Employee Stock Ownership Plan & Trust — Form 5500 plan (A-1 United Heating, Air And Electrical Co., 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, A-1 United Heating & Air Conditioning Co. Employee Stock Ownership Plan & Trust is a benefit plan reported by A-1 United Heating, Air And Electrical Co., Inc. under EIN 47-0583109 and plan number 002. The latest loaded filing year is 2023. The filing reports 126 participants and $5,948,020 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A-1 United Heating, Air And Electrical Co., Inc.
- EIN
- 47-0583109
- Plan number
- 002
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20241230120831NAL0017224609001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $5,948,020
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,948,020
- Net assets (BOY)
- $5,234,314
Income & contributions
- Employer contributions
- $480,000
- Total contributions
- $480,000
- Total income / additions
- $1,137,325
Expenses & distributions
- Benefits paid
- $375,320
- Administrative expenses
- $48,299
- Total expenses
- $423,619
- Net increase / (decrease)
- $713,706
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ofwf | ACCOUNTANT | $12,500 | not reported in the loaded dataset | 2023 |
| Acclaro | VALUATION SERVICES | $11,500 | not reported in the loaded dataset | 2023 |
| Transition Finance Strategies | TPA | $11,388 | not reported in the loaded dataset | 2023 |
| Alturas | TRUSTEE | $8,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A-1 United Heating, Air And Electrical Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Ofwf — Schedule C compensation
- Acclaro — Schedule C compensation
- Transition Finance Strategies — Schedule C compensation
- Alturas — Schedule C compensation