Original filing (PDF)20250409100334NAL0030297680001

HAWN HEATING AND AIR CONDITION

Name: HAWN HEATING AND AIR CONDITION — HAWN HEATING AND AIR CONDITION 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: HAWN HEATING AND AIR CONDITION

Form 5500-SF

FILING_RECEIVED

HAWN HEATING AND AIR CONDITION 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAWN HEATING AND AIR CONDITION.

Plan sponsor

Name

HAWN HEATING AND AIR CONDITION

EIN

16-1364870

Address

277 N WINTON RD · ROCHESTER, NY · 146101257

Phone

(585) 482-2499

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

WHITE MECHANICAL, INC.

WHITE MECHANICAL 401(K) PROFIT SHARING PLAN

$1.9M · 39 participants

MAREC HEATING & AIR CONDITIONI

MAREC HEATING & AIR CONDITIONI 401(K) PROFIT SHARING PLAN & TRUST

$1.9M · 7 participants

SEARS HEATING COMPANY, INC.

SEARS HEATING COMPANY, INC. 401(K) PROFIT SHARING PLAN

$1.9M · 18 participants

DESIGN COMFORT HEATING & AIR, LLC

DESIGN COMFORT HEATING & AIR, LLC 401(K) PROFIT SHARING PLAN

$1.9M · 21 participants

DOWNEY PLUMBING, HEATING & COOLING, LLC