Original filing (PDF)20250529124934NAL0004813907001

D.J. WAGNER HEATING AND AIR CONDITIONING INC.

Name: D.J. WAGNER HEATING AND AIR CONDITIONING INC. — D.J. WAGNER HEATING AND AIR CONDITIONING INC. 401(K) PROFIT SHARING, Form 5500 (2024)
Creator: D.J. WAGNER HEATING AND AIR CONDITIONING INC.

Form 5500-SF

FILING_RECEIVED

D.J. WAGNER HEATING AND AIR CONDITIONING INC. 401(K) PROFIT SHARING

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.5M

Net assets (EOY)

$11.5M

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 D.J. WAGNER HEATING AND AIR CONDITIONING INC..

Plan sponsor

Name

D.J. WAGNER HEATING AND AIR CONDITIONING INC.

EIN

22-3216039

Address

30 CUTLER AVE · WESTVILLE, NJ · 080931571

Phone

(856) 853-6201

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

BOARD OF TRUSTEES OF LOCAL 40 ANNUITY FUND

INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND

$11.5M · 110 participants

HART MECHANICAL INC.

HART MECHANICAL INC. 401(K) PLAN

$11.5M · 87 participants

MONTEREY MECHANICAL CO.

MONTEREY MECHANICAL CO. PROFIT SHARING PLAN

$11.4M · 59 participants

DHE PLUMBING AND MECHANICAL, INC.

DHE EMPLOYEE STOCK OWNERSHIP PLAN

$11.4M · 187 participants

COMFORT SYSTEMS OF VIRGINIA, INC.