Original filing (PDF)20250723162038NAL0002159267001

VALLEY COMFORT HEATING AND AIR

Name: VALLEY COMFORT HEATING AND AIR — VALLEY COMFORT HEATING & AIR, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: VALLEY COMFORT HEATING AND AIR

Form 5500-SF

FILING_RECEIVED

VALLEY COMFORT HEATING & AIR, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$131K

Net assets (EOY)

$131K

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 VALLEY COMFORT HEATING AND AIR.

Plan sponsor

Name

VALLEY COMFORT HEATING AND AIR

EIN

27-3285903

Address

1813 FERDINAND COURT · SANTA ROSA, CA · 95404

Phone

(707) 800-6287

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

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 Manufacturing plans

EFFICIENT AIR SYSTEMS, INC.

EFFICIENT AIR SYSTEMS INC 401(K) PROFIT SHARING PLAN AND TRUST

$128K · 21 participants

HALLS HVAC LLC

HALLS HVAC LLC 401(K) PROFIT SHARING PLAN & TRUST

$136K · 4 participants

TITAN RIG LLC

TITAN RIG 401(K) PLAN

$126K · 4 participants

TRANSAERA, INC.

TRANSAERA 401K PLAN

$126K · 9 participants

WOODS AIR MOVEMENT LIMITED

WOODS AIR MOVEMENT LIMITED 401(K) PLAN

$137K · 13 participants