How big is Sherlock Heating & Air's plan?

Sherlock Heating & Air's plan reported $168K in assets and 55 participants for 2022.

Original filing (PDF)20231016155510NAL0076913474001

Sherlock Heating & Air

Name: Sherlock Heating & Air — Sherlock Heating & Air, Form 5500 (2022)
Creator: Sherlock Heating & Air
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sherlock Heating & Air 401(k) Plan

401(k) retirement plan · Sherlock Heating & Air's Sherlock Heating & Air 401(k) Plan held $168K in plan assets for 55 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

People on this filing

Rebecca Sherlock signed Sherlock Heating & Air's 2022 Form 5500 as plan administrator.

Rebecca Sherlock — 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

Sherlock Heating & Air's EIN is 20-5154530.

EIN 20-5154530

Plan number 001

Plan year 2022

ACK ID 20231016155510NAL0076913474001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Sherlock Heating & Air from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Sherlock Heating & Air'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 SHERLOCK HEATING & AIR.

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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

Knocking points off