Control Air & Affiliates 401(K) Plan — Form 5500 plan (Control Air Enterprises 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, Control Air & Affiliates 401(K) Plan is a benefit plan reported by Control Air Enterprises LLC under EIN 83-3875553 and plan number 002. The latest loaded filing year is 2023. The filing reports 322 participants and $26,857,343 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Control Air Enterprises LLC
- EIN
- 83-3875553
- Plan number
- 002
- Plan type
- 3
- Location
- Anaheim, CA
- Latest filing year
- 2023
- Participants
- 322
- End-of-year plan assets
- $26,857,343
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 322 | H, C | 20241014112326NAL0013196563001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,857,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,857,343
- Net assets (BOY)
- $22,242,345
Income & contributions
- Employer contributions
- $12,657
- Participant contributions
- $1,569,446
- Total contributions
- $2,046,716
- Total income / additions
- $5,987,761
Expenses & distributions
- Benefits paid
- $1,310,752
- Administrative expenses
- $62,011
- Total expenses
- $1,372,763
- Net increase / (decrease)
- $4,614,998
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Retirement & Benefit | NONE | $27,185 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $19,913 | $0 | 2023 |
| Ascensus LLC | NONE | $13,705 | $0 | 2023 |
| Mesirow | NONE | $1,209 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Control Air Enterprises LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Anaheim, CA
- Merrill Lynch Retirement & Benefit — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Ascensus LLC — Schedule C compensation
- Mesirow — Schedule C compensation