· 2022–2024 · DOL EFAST2

BOWLES HEATING AND COOLING, INC. — BOWLES HEATING AND COOLING, INC. 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250409095745NAL0037514434001

BOWLES HEATING AND COOLING, INC.

Form 5500-SF

FILING_RECEIVED

BOWLES HEATING AND COOLING, INC. 401(K) PLAN

401(k) retirement plan

Active participants

15

Accounts w/ balance

12

Plan assets (EOY)

$733K

Net assets (EOY)

$733K

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

67

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOWLES HEATING AND COOLING, INC..

Plan sponsor

Name

BOWLES HEATING AND COOLING, INC.

EIN

27-1450633all filings

Address

2616 D SOUTH BRYANT BLVD · SAN ANGELO, TX · 76903

Phone

(325) 651-6244

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

2025-04-09

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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