Original filing (PDF)20251126140424NAL0007080000001

AIR PLUS HEATING AND COOLING

Name: AIR PLUS HEATING AND COOLING — AIR PLUS HEATING AND COOLING SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: AIR PLUS HEATING AND COOLING

Form 5500-SF

FILING_RECEIVED

AIR PLUS HEATING AND COOLING SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$13K

Net assets (EOY)

$4K

Plan health score (directional)

—

/ 100

Limited data

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AIR PLUS HEATING AND COOLING.

Plan sponsor

Name

AIR PLUS HEATING AND COOLING

EIN

31-1675990

Address

9301 READING RD · CINCINNATI, OH · 45215

Phone

(513) 769-0871

Industry

Wholesale Tradesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-11-26

Welfare benefit codes

4A · Health (other than dental or vision)

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 Wholesale Trade plans

RACE CRAFTERS, LLC DBA LASERWORX MFG.

LASERWORX 401(K) PROFIT SHARING PLAN

$13K · 4 participants

UNITED ORNAMENTAL SUPPLY INC 401

UNITED ORNAMENTAL SUPPLY INC 401(K) PLAN

$12K · 4 participants

STEEL SUPPLY & ERECTION CO. INC.

$11K · 3 participants

BOONE COUNTY DISTILLING

BOONE COUNTY DISTILLING CBS BENEFIT PLAN

$10K · 5 participants

THE ROCK WAREHOUSE, INC.