Other
2024 plan-year Other DOL Form 5500

BROOKS HEATING AND AIR CONDITIONING EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

OLIVER BROOKS, INCORPORATED DBA BROOKS HEATING AND AIR CONDITIONING

This Other plan holds N/A in total assets and serves 23 participants as of 2024. It is sponsored by OLIVER BROOKS, INCORPORATED DBA BROOKS HEATING AND AIR CONDITIONING in Louisiana.

Total Assets (2023)
N/A
Participants
23
State
Industry
Construction

What the Filing Says About BROOKS HEATING AND AIR CONDITIONING EMPLOYEE STOCK OWNERSHIP PLAN

BROOKS HEATING AND AIR CONDITIONING EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by OLIVER BROOKS, INCORPORATED DBA BROOKS HEATING AND AIR CONDITIONING, headquartered in Louisiana. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 23 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 720634878, and the plan has been effective since 1997-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeOther
Employer EIN720634878
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (OLIVER BROOKS, INCORPORATED DBA BROOKS HEATING AND AIR CONDITIONING)

Year Plans Participants Total Assets
2022 1 23 N/A
2023 1 25 N/A
2024 1 23 N/A

Nearby Other Plans in Louisiana

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the BROOKS HEATING AND AIR CONDITIONING EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2024 Form 5500 filing, BROOKS HEATING AND AIR CONDITIONING EMPLOYEE STOCK OWNERSHIP PLAN holds N/A in total assets with 23 participants. It is sponsored by OLIVER BROOKS, INCORPORATED DBA BROOKS HEATING AND AIR CONDITIONING.
What type of plan is BROOKS HEATING AND AIR CONDITIONING EMPLOYEE STOCK OWNERSHIP PLAN?
BROOKS HEATING AND AIR CONDITIONING EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 1997-01-01. The plan is filed with the U.S. Department of Labor under EIN 720634878.
Who sponsors the BROOKS HEATING AND AIR CONDITIONING EMPLOYEE STOCK OWNERSHIP PLAN?
BROOKS HEATING AND AIR CONDITIONING EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by OLIVER BROOKS, INCORPORATED DBA BROOKS HEATING AND AIR CONDITIONING, located in Louisiana. The sponsor's EIN is 720634878 and the plan operates in the Construction industry.
How did BROOKS HEATING AND AIR CONDITIONING EMPLOYEE STOCK OWNERSHIP PLAN perform in 2024?
BROOKS HEATING AND AIR CONDITIONING EMPLOYEE STOCK OWNERSHIP PLAN held N/A in total assets at the end of 2024.
Where can I find official filings for BROOKS HEATING AND AIR CONDITIONING EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for BROOKS HEATING AND AIR CONDITIONING EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 720634878 or plan name at efast.dol.gov.
How does BROOKS HEATING AND AIR CONDITIONING EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare BROOKS HEATING AND AIR CONDITIONING EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Louisiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 720634878.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.