How big is Surner Heating Co Inc.'s plan?

Surner Heating Co Inc.'s plan reported $1.4M in assets and 28 participants for 2024.

Original filing (PDF)20250731192857NAL0005639553001

Surner Heating Co Inc.

Name: Surner Heating Co Inc. — Surner Heating Co Inc., Form 5500 (2024)
Creator: Surner Heating Co Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surner Heating Co Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Surner Heating Co Inc.'s Surner Heating Co Inc. 401(k) Profit Sharing Plan & Trust held $1.4M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Susan Surner signed Surner Heating Co Inc.'s 2024 Form 5500 as plan administrator.

Susan Surner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Surner Heating Co Inc.'s EIN is 04-3122244.

EIN 04-3122244

Plan number 001

Plan year 2024

ACK ID 20250731192857NAL0005639553001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Surner Heating Co Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Surner Heating Co Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Helping the score