Victoria Air Conditioning, Ltd. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Victoria Air Conditioning, Ltd.)

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, Victoria Air Conditioning, Ltd. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Victoria Air Conditioning, Ltd. under EIN 74-2807223 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $15,343,773 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Victoria Air Conditioning, Ltd.
EIN
74-2807223
Plan number
001
Plan type
2
Location
Victoria, TX
Latest filing year
2023
Participants
185
End-of-year plan assets
$15,343,773

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185H, C20240905123613NAL0043669746001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,343,773
Total liabilities (EOY)
$41,012
Net assets (EOY)
$15,302,761
Net assets (BOY)
$13,027,989

Income & contributions

Employer contributions
$230,000
Participant contributions
$476,393
Total contributions
$780,583
Total income / additions
$2,600,923

Expenses & distributions

Benefits paid
$202,776
Administrative expenses
$65,226
Total expenses
$326,151
Net increase / (decrease)
$2,274,772

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Frost BankPLAN TRUSTEE$53,598not reported in the loaded dataset2023
Definiti LLCTHIRD PARTY ADMINISTRATOR$11,838not reported in the loaded dataset2023

Related Form 5500 pages