Standard Heating & Air Conditioning Employee Stock Ownership Plan — Form 5500 plan (Standard 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, Standard Heating & Air Conditioning Employee Stock Ownership Plan is a benefit plan reported by Standard Heating & Air Conditioning under EIN 47-0593196 and plan number 002. The latest loaded filing year is 2023. The filing reports 124 participants and $6,010,000 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Standard Heating & Air Conditioning
EIN
47-0593196
Plan number
002
Plan type
2
Location
La Vista, NE
Latest filing year
2023
Participants
124
End-of-year plan assets
$6,010,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023124H20240725121105NAL0014047185001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,010,000
Total liabilities (EOY)
$8,074,495
Net assets (EOY)
-$2,064,495
Net assets (BOY)
-$5,964,124

Income & contributions

Employer contributions
$564,124
Total contributions
$564,124
Total income / additions
$4,064,124

Expenses & distributions

Benefits paid
$4,334
Administrative expenses
$0
Total expenses
$164,495
Net increase / (decrease)
$3,899,629

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages