How big is Balanced HVAC Inc.'s plan?

Balanced HVAC Inc.'s plan reported $805K in assets and 8 participants for 2024.

Original filing (PDF)20251006130355NAL0003669953001

Balanced HVAC Inc.

Name: Balanced HVAC Inc. — Balanced HVAC Cash Balance Plan, Form 5500 (2024)
Creator: Balanced HVAC Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balanced HVAC Cash Balance Plan

Defined-benefit pension plan · Balanced HVAC Inc.'s Balanced HVAC Cash Balance Plan held $805K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$805K

Net assets (EOY)

$805K

People on this filing

Lincoln Stubbs signed Balanced HVAC Inc.'s 2024 Form 5500 as plan administrator.

Lincoln Stubbs — 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

Balanced HVAC Inc.'s EIN is 20-8144734.

EIN 20-8144734

Plan number 002

Plan year 2024

ACK ID 20251006130355NAL0003669953001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Balanced HVAC Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Balanced HVAC Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BALANCED HVAC INC..

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Plan health score

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score