Original filing (PDF)20250926091253NAL0021274306001

LION H.V.A.C. SUPPLIES INC.

Name: LION H.V.A.C. SUPPLIES INC. — LION H.V.A.C. SUPPLIES, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: LION H.V.A.C. SUPPLIES INC.

Form 5500-SF

FILING_RECEIVED

LION H.V.A.C. SUPPLIES, INC. RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$443K

Net assets (EOY)

$443K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LION H.V.A.C. SUPPLIES INC..

Plan sponsor

Name

LION H.V.A.C. SUPPLIES INC.

EIN

20-1838579

Address

835 SHEPHERD AVENUE · BROOKLYN, NY · 11208

Phone

(718) 972-1071

Industry

Wholesale Tradesee 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

2025-09-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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