Original filing (PDF)20250515155702NAL0013545907001

MORVENT AIR CONDITIONING & HEATING, LLC

Name: MORVENT AIR CONDITIONING & HEATING, LLC — MORVENT HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: MORVENT AIR CONDITIONING & HEATING, LLC

Form 5500-SF

FILING_RECEIVED

MORVENT HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 6.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORVENT AIR CONDITIONING & HEATING, LLC.

Plan sponsor

Name

MORVENT AIR CONDITIONING & HEATING, LLC

EIN

23-3077903

Address

1041 ANDREW DR. · WEST CHESTER, PA · 19380

Phone

(610) 444-2088

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-05-15

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

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