Original filing (PDF)20260130073911NAL0007079216001

CLAYTON HEATING & AIR CONDITIONING

Name: CLAYTON HEATING & AIR CONDITIONING — CLAYTON HEATING & AIR CONDITIONING COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CLAYTON HEATING & AIR CONDITIONING

Form 5500-SF

FILING_RECEIVED

CLAYTON HEATING & AIR CONDITIONING COMPANY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 CLAYTON HEATING & AIR CONDITIONING.

Plan sponsor

Name

CLAYTON HEATING & AIR CONDITIONING

EIN

34-0860843

Address

1144 E. MIDLOTHIAN BLVD. · YOUNGSTOWN, OH · 44502

Phone

(330) 782-8035

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2026-01-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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