Oliver Brooks, Incorporated Dba Brooks Heating And Air Conditioning DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Oliver Brooks, Incorporated Dba Brooks Heating And Air Conditioning
  • Sponsor EIN: 720634878
  • Sponsor Address: 106 GRIGSBY STREET, BOSSIER CITY, LA, 71112
  • Plan Type: DC
  • Total Participants: 20
  • Total Assets: $4.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202420$4.5M$250,000$0
202321$4.6M$300,000$0
202222$3.8M$250,000$0

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