Original filing (PDF)20250708062304NAL0002466547001

DAVE BROUSSARD A/C & HEATING

Name: DAVE BROUSSARD A/C & HEATING — DAVE BROUSSARD A/C & HEATING 401K, Form 5500 (2024)
Creator: DAVE BROUSSARD A/C & HEATING

Form 5500-SF

FILING_RECEIVED

DAVE BROUSSARD A/C & HEATING 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$625K

Net assets (EOY)

$625K

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 DAVE BROUSSARD A/C & HEATING.

Plan sponsor

Name

DAVE BROUSSARD A/C & HEATING

EIN

20-3737650

Address

101 JARED DRIVE · BROUSSARD, LA · 70518

Phone

(337) 330-1111

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

2025-07-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

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

THE STEAMFITTING INDUSTRY LABOR MANAGEMENT COOPERATION COMMITTEE

$626K · 1,980 participants

SPENDLOVE PLUMBING INC

SPENDLOVE PLUMBING 401(K) PS PLAN

$626K · 7 participants

MIKE'S HEATING & AIR CONDITIONING INC.

MIKE'S HEATING & AIR CONDITIONING INC. 401(K) PLAN

$626K · 6 participants

CORRADO P MASTROPAOLO INC

CORRADO P MASTROPAOLO INC 401(K) PLAN

$624K · 2 participants

CHAD'S PLUMBING, INC.