Original filing (PDF)20251015161206NAL0010234898001

KOBIE COMPLETE HEATING AND COOLING, INC.

Name: KOBIE COMPLETE HEATING AND COOLING, INC. — KOBIE COMPLETE HEATING AND COOLING, INC. 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: KOBIE COMPLETE HEATING AND COOLING, INC.

Form 5500-SF

FILING_RECEIVED

KOBIE COMPLETE HEATING AND COOLING, INC. 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$463K

Net assets (EOY)

$463K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOBIE COMPLETE HEATING AND COOLING, INC..

Plan sponsor

Name

KOBIE COMPLETE HEATING AND COOLING, INC.

EIN

01-0740162

Address

533 PAUL MORRIS DRIVE · ENGLEWOOD, FL · 342233961

Phone

(941) 474-3691

Industry

Other Services (ex. Public Admin)see all

Plan administrator