How big is Budget HVAC, LLC's plan?

Budget HVAC, LLC's plan reported $331 in assets and 4 participants for 2024.

Original filing (PDF)20250729140722NAL0001672931001

Budget HVAC, LLC

Name: Budget HVAC, LLC — Budget HVAC, LLC SOCA Benefit, Form 5500 (2024)
Creator: Budget HVAC, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Budget HVAC, LLC SOCA Benefit Plan

Health & welfare plan · Budget HVAC, LLC's Budget HVAC, LLC SOCA Benefit Plan held $331 in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$331

Net assets (EOY)

$117

People on this filing

Matt Appenzeller signed Budget HVAC, LLC's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Budget HVAC, LLC's EIN is 26-3316582.

EIN 26-3316582

Plan number 501

Plan year 2024

ACK ID 20250729140722NAL0001672931001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Budget HVAC, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Budget HVAC, LLC's plan includes health coverage.

Decision-maker contacts

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

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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