James River Air Conditioning Company 401(K) Profit Sharing Plan — Form 5500 plan (James River Air Conditioning Company)
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, James River Air Conditioning Company 401(K) Profit Sharing Plan is a benefit plan reported by James River Air Conditioning Company under EIN 54-0835022 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $13,656,555 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.7MPlan net assets, end of year$13,656,555
Participants170Covered participants reported
Assets / participant$80.3KComputed: assets ÷ participants$80,333 (computed)
Provider compensation$62.9K2 Schedule C provider row(s)$62,918
- Plan sponsor
- James River Air Conditioning Company
- EIN
- 54-0835022
- Plan number
- 001
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20241014145041NAL0013478067001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$13.7M total assets
Net assets$13.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,656,555
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,656,555
- Net assets (BOY)
- $11,411,944
Income & contributions
- Employer contributions
- $164,456
- Participant contributions
- $631,632
- Total contributions
- $850,051
- Total income / additions
- $2,699,256
Expenses & distributions
- Benefits paid
- $388,906
- Administrative expenses
- $65,739
- Total expenses
- $454,645
- Net increase / (decrease)
- $2,244,611
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
21%79%
Employer 21%Participant 79%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income14%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Fiduciary Group LLC | ADVISOR | $48,077 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $14,841 | $0 | 2023 |