Estes Heating & Air Conditioning, Inc. 401(K) Plan — Form 5500 plan (Estes Heating & Air Conditioning, 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, Estes Heating & Air Conditioning, Inc. 401(K) Plan is a benefit plan reported by Estes Heating & Air Conditioning, Inc. under EIN 58-1080369 and plan number 001. The latest loaded filing year is 2023. The filing reports 222 participants and $10,796,603 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Estes Heating & Air Conditioning, Inc.
- EIN
- 58-1080369
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 222
- End-of-year plan assets
- $10,796,603
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 222 | H, C | 20241010103540NAL0019924833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,796,603
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,796,603
- Net assets (BOY)
- $8,487,532
Income & contributions
- Employer contributions
- $246,445
- Participant contributions
- $679,757
- Total contributions
- $926,202
- Total income / additions
- $2,819,127
Expenses & distributions
- Benefits paid
- $488,530
- Administrative expenses
- $10,194
- Total expenses
- $510,056
- Net increase / (decrease)
- $2,309,071
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Precision Plan Administration, LLC | TPA | $0 | $4,650 | 2023 |
| Voya Retirement Insurance & Annuity | INVESTMENT ADVISORY | $2,502 | not reported in the loaded dataset | 2023 |
| Morningstar | INVESTMENT ADVISORY | $2,502 | not reported in the loaded dataset | 2023 |
| Morningstar | INVESTMENT ADVISORY | $0 | $1,590 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Estes Heating & Air Conditioning, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Precision Plan Administration, LLC — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Morningstar — Schedule C compensation