Skyview Cooling Company 401(K) Profit Sharing Plan — Form 5500 plan (Skyview Cooling Company)
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, Skyview Cooling Company 401(K) Profit Sharing Plan is a benefit plan reported by Skyview Cooling Company under EIN 84-0600609 and plan number 001. The latest loaded filing year is 2023. The filing reports 647 participants and $15,993,077 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Skyview Cooling Company
- EIN
- 84-0600609
- Plan number
- 001
- Plan type
- 2
- Location
- Yuma, AZ
- Latest filing year
- 2023
- Participants
- 647
- End-of-year plan assets
- $15,993,077
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 647 | H, C | 20241009121506NAL0009180819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,993,077
- Net assets (EOY)
- $15,993,077
- Net assets (BOY)
- $13,480,799
Income & contributions
- Employer contributions
- $447,128
- Participant contributions
- $848,688
- Total contributions
- $1,637,385
- Total income / additions
- $3,507,118
Expenses & distributions
- Benefits paid
- $906,183
- Administrative expenses
- $88,657
- Total expenses
- $994,840
- Net increase / (decrease)
- $2,512,278
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D. Jones & Co. L.P. | RIA | $36,000 | $0 | 2023 |
| John Hancock Life Insurance Co Usa | RECORDKEEPER | $3,515 | $0 | 2023 |
| Wilshire Associates Inc (Usa) | RIA | $2,880 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Skyview Cooling Company
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Yuma, AZ
- Edward D. Jones & Co. L.P. — Schedule C compensation
- John Hancock Life Insurance Co Usa — Schedule C compensation
- Wilshire Associates Inc (Usa) — Schedule C compensation