Conditioned Air Company Of Naples, LLC 401(K) Plan — Form 5500 plan (Conditioned Air Company Of Naples, LLC)
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, Conditioned Air Company Of Naples, LLC 401(K) Plan is a benefit plan reported by Conditioned Air Company Of Naples, LLC under EIN 59-0910697 and plan number 001. The latest loaded filing year is 2023. The filing reports 394 participants and $7,240,802 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Conditioned Air Company Of Naples, LLC
- EIN
- 59-0910697
- Plan number
- 001
- Plan type
- 2
- Location
- Naples, FL
- Latest filing year
- 2023
- Participants
- 394
- End-of-year plan assets
- $7,240,802
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 394 | H, C | 20250409064459NAL0012091683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,240,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,240,802
- Net assets (BOY)
- $7,407,042
Income & contributions
- Employer contributions
- $52,323
- Participant contributions
- $660,175
- Total contributions
- $758,753
- Total income / additions
- $1,718,042
Expenses & distributions
- Benefits paid
- $1,822,761
- Administrative expenses
- $40,594
- Total expenses
- $1,884,282
- Net increase / (decrease)
- -$166,240
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co | NONE | $19,743 | $0 | 2023 |
| Kestra Advisory Svcs | NONE | $14,545 | not reported in the loaded dataset | 2023 |
| Florida Retirement Consultants | NONE | $7,966 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Conditioned Air Company Of Naples, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Naples, FL
- Empower Annuity Ins Co — Schedule C compensation
- Kestra Advisory Svcs — Schedule C compensation
- Florida Retirement Consultants — Schedule C compensation