· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JC HEATING & AIR CONDITIONING — JC HEATING & AIR CONDITIONING 401K PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240714120402NAL0000406145001
JC HEATING & AIR CONDITIONING
Form 5500-SF
FILING_RECEIVED
JC HEATING & AIR CONDITIONING 401K PLAN
401(k) retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$665K
Net assets (EOY)
$665K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JC HEATING & AIR CONDITIONING
.
Find decision makers
Plan sponsor
Name
JC HEATING & AIR CONDITIONING
EIN
20-0600703
Address
P.O. BOX 1094 · BURLINGTON, MA · 01803
Phone
(781) 272-5593
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
IRONWOOD PLUMBING, INC.
IRONWOOD PLUMBING 401(K) PLAN
$665K · 32 participants
WM. J. LAMAR & SONS, INC.
WM. J. LAMAR & SONS, INC. PROFIT SHARING PLAN
$665K · 2 participants
AASPEN HVAC INC
AASPEN HVAC INC 401K PROFIT SHARING PLAN AND TRUST
$665K · 6 participants
DAVID LITTIKEN PLUMBING INC
DAVID LITTIKEN PLUMBING INC 401(K) PROFIT SHARING PLAN
$664K · 9 participants
OAK HILL VENEER, INC
OAK HILL VENEER, INC. RETIREMENT SAVINGS PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$664K · 43 participants
PALCO MECHANICAL LLC
PALCO MECHANICAL LLC 401(K) PLAN
$666K · 21 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
