Original filing (PDF)20250618102325NAL0002173345001

WAHL HEATING & COOLING

Name: WAHL HEATING & COOLING — WAHL HEATING & COOLING 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: WAHL HEATING & COOLING

Form 5500-SF

FILING_RECEIVED

WAHL HEATING & COOLING 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 WAHL HEATING & COOLING.

Plan sponsor

Name

WAHL HEATING & COOLING

EIN

25-1754397

Address

1 WILLOW AVE · OAKDALE, PA · 15071

Phone

(412) 276-9245

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

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

D & P TECHNOLOGIES INC

D & P TECHNOLOGIES INC 401(K) PROFIT SHARING PLAN & TRUST

$1.1M · 9 participants

THERMO TECH COMBUSTION INC.

THERMO TECH COMBUSTION INC. PROFIT SHARING PLAN

$1.1M · 9 participants

MCDONALD PLUMBING LLC

MCDONALD PLUMBING LLC 401(K) PSP & TRUST

$1.1M · 32 participants

CAMPBELL COOLING LLC

CAMPBELL COOLING LLC 401(K) PLAN

$1.1M · 12 participants

SPRINGFIELD HEATING & AIR CONDIT

SPRINGFIELD HEATING & AIR CONDIT 401(K) PLAN