Original filing (PDF)20250723162158NAL0009240258001

VALLEY COMFORT HEATING AND AIR

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

Form 5500-SF

FILING_RECEIVED

VALLEY COMFORT HEATING & AIR, INC. RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$139K

Net assets (EOY)

$139K

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

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

003

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-07-23

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

1E · Section 401(h) arrangement

1I · Frozen plan — no new benefit accrual

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

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