How big is Davis Modern Heating & Cooling,'s plan?

Davis Modern Heating & Cooling,'s plan reported $1.0M in assets and 24 participants for 2024.

Original filing (PDF)20251014130158NAL0006053554001

Davis Modern Heating & Cooling,

Name: Davis Modern Heating & Cooling, — Davis Modern, Form 5500 (2024)
Creator: Davis Modern Heating & Cooling,
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis Modern Heating & Cooling 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Davis Modern Heating & Cooling,'s Davis Modern Heating & Cooling 401(k) Profit Sharing Plan & Trust held $1.0M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

KIM Davis signed Davis Modern Heating & Cooling,'s 2024 Form 5500 as plan administrator.

KIM Davis — 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

Davis Modern Heating & Cooling,'s EIN is 23-2214192.

EIN 23-2214192

Plan number 001

Plan year 2024

ACK ID 20251014130158NAL0006053554001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Davis Modern Heating & Cooling, from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Davis Modern Heating & Cooling,'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 DAVIS MODERN HEATING & COOLING,.

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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