How big is Edison HVAC Inc. DBA Edison Heating & Cooling's plan?

Edison HVAC Inc. DBA Edison Heating & Cooling's plan reported $740K in assets and 97 participants for 2023.

Original filing (PDF)20250114075548NAL0032128192001

Edison HVAC Inc. DBA Edison Heating & Cooling

Name: Edison HVAC Inc. DBA Edison Heating & Cooling — Form 5500 Plan 001 (2023)
Creator: Edison HVAC Inc. DBA Edison Heating & Cooling
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edison HVAC, Inc. 401(k) Plan

401(k) retirement plan · Edison HVAC Inc. DBA Edison Heating & Cooling's Edison HVAC, Inc. 401(k) Plan held $740K in plan assets for 97 participants in 2023.

Signals · 1

Late filing · 1.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$740K

Net assets (EOY)

$740K

People on this filing

Deborah Spooner signed Edison HVAC Inc. DBA Edison Heating & Cooling's 2023 Form 5500 as plan administrator.

Deborah Spooner — 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

Edison HVAC Inc. DBA Edison Heating & Cooling's EIN is 27-2084715.

EIN 27-2084715

Plan number 001

Plan year 2023

ACK ID 20250114075548NAL0032128192001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Edison HVAC Inc. DBA Edison Heating & Cooling from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Edison HVAC Inc. DBA Edison Heating & Cooling's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.9 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score