How big is Balanced HVAC Inc.'s plan?

Balanced HVAC Inc.'s plan reported $123K in assets and 9 participants for 2024.

Original filing (PDF)20251006130607NAL0002077267001

Balanced HVAC Inc.

Name: Balanced HVAC Inc. — Balanced HVAC 401(k) Plan, Form 5500 (2024)
Creator: Balanced HVAC Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balanced HVAC 401(k) Plan

401(k) retirement plan · Balanced HVAC Inc.'s Balanced HVAC 401(k) Plan held $123K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$123K

Net assets (EOY)

$123K

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 003

Plan year 2024

ACK ID 20251006130607NAL0002077267001

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 profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score