How big is Summers Heating & Air Conditioni's plan?

Summers Heating & Air Conditioni's plan reported $497K in assets and 24 participants for 2024.

Original filing (PDF)20250923103103NAL0005584433001

Summers Heating & Air Conditioni

Name: Summers Heating & Air Conditioni — Summers Heating &, Form 5500 (2024)
Creator: Summers Heating & Air Conditioni
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summers Heating & Air Condit 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Summers Heating & Air Conditioni's Summers Heating & Air Condit 401(k) Profit Sharing Plan & Trust held $497K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$497K

Net assets (EOY)

$497K

People on this filing

Deborah Summers signed Summers Heating & Air Conditioni's 2024 Form 5500 as plan administrator.

Deborah Summers — 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

Summers Heating & Air Conditioni's EIN is 23-2994910.

EIN 23-2994910

Plan number 001

Plan year 2024

ACK ID 20250923103103NAL0005584433001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summers Heating & Air Conditioni from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summers Heating & Air Conditioni'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 SUMMERS HEATING & AIR CONDITIONI.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

SUMMERS HEATING & AIR CONDITIONI

EIN

all filings

Address

8200 RIDGE AVE · PHILADELPHIA, PA · 19128

Phone

(215) 722-3716

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator