Charleston Hvac, Inc. Retirement Plan — Form 5500 plan (Charleston Hvac, 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, Charleston Hvac, Inc. Retirement Plan is a benefit plan reported by Charleston Hvac, Inc. under EIN 83-4073951 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $489,422 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Charleston Hvac, Inc.
EIN
83-4073951
Plan number
001
Plan type
2
Location
Moncks Corner, SC
Latest filing year
2023
Participants
4
End-of-year plan assets
$489,422

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234I20240425062515NAL0008527762001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$489,422
Net assets (EOY)
$489,422
Net assets (BOY)
$740,229

Income & contributions

Total income / additions
-$250,807

Expenses & distributions

Total expenses
$0
Net increase / (decrease)
-$250,807

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages