Original filing (PDF)20250729140722NAL0001672931001

BUDGET HVAC, LLC

Name: BUDGET HVAC, LLC — BUDGET HVAC, LLC SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: BUDGET HVAC, LLC

Form 5500-SF

FILING_RECEIVED

BUDGET HVAC, LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$331

Net assets (EOY)

$117

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BUDGET HVAC, LLC.

Plan sponsor

Name

BUDGET HVAC, LLC

EIN

26-3316582all filings

Address

15173 BROOKPARK RD · BROOKPARK, OH · 44142

Phone

(216) 600-5879

Industry

Professional & Technical Servicessee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

VANCE MITCHEM PUBLIC AFFAIRS

VANCE MITCHEM PUBLIC AFFAIRS CBIN BENEFIT PLAN

$331 · 2 participants

IRVIN PUBLIC RELATIONS

IRVIN PUBLIC RELATIONS SOCA BENEFIT PLAN

$342 · 3 participants

ANDES CC GROUP INC

ANDES CC GROUP INC 401(K) PLAN

$305

MEDIAWORKS ADVERTISING INC

MEDIAWORKS ADVERTISING INC CBS BENEFIT PLAN

$382 · 3 participants

AVT BECKETT ELEVATORS USA, INC

AVT BECKETT ELEVATORS USA, INC SOCA BENEFIT PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.