How big is Phelps Heating & Air Conditioning's plan?

Phelps Heating & Air Conditioning's plan reported $16K in assets and 3 participants for 2023.

Original filing (PDF)20250429094442NAL0000343457001

Phelps Heating & Air Conditioning

Name: Phelps Heating & Air Conditioning — Phelps Heating &, Form 5500 (2023)
Creator: Phelps Heating & Air Conditioning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phelps Heating & Air Conditioning GCF Benefit Plan

Health & welfare plan · Phelps Heating & Air Conditioning's Phelps Heating & Air Conditioning GCF Benefit Plan held $16K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$16K

Net assets (EOY)

$5K

People on this filing

Morgan Law signed Phelps Heating & Air Conditioning's 2023 Form 5500 as plan administrator.

Morgan Law — 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

Phelps Heating & Air Conditioning's EIN is 31-1780310.

EIN 31-1780310

Plan number 501

Plan year 2023

ACK ID 20250429094442NAL0000343457001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Phelps Heating & Air Conditioning from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Phelps Heating & Air Conditioning's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHELPS HEATING & AIR CONDITIONING.

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Plan health score (directional)

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

Helping the score