Original filing (PDF)20250205085738NAL0017335344001

WIL DON HEATING & AIR CONDITIONING, INC.

Name: WIL DON HEATING & AIR CONDITIONING, INC. — WIL DON HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: WIL DON HEATING & AIR CONDITIONING, INC.

Form 5500-SF

FILING_RECEIVED

WIL DON HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 WIL DON HEATING & AIR CONDITIONING, INC..

Plan sponsor

Name

WIL DON HEATING & AIR CONDITIONING, INC.

EIN

22-3406706

Address

22 BAKER CIRCLE · HILLSBOROUGH, NJ · 08844

Phone

(732) 803-5920

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-02

Filed

2025-02-05

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

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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