Original filing (PDF)20241129074327NAL0005632691001

CLAYTON HEATING AND AIR

Name: CLAYTON HEATING AND AIR — CLAYTON HEATING AND AIR SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: CLAYTON HEATING AND AIR

Form 5500-SF

FILING_RECEIVED

CLAYTON HEATING AND AIR SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

CLAYTON HEATING AND AIR

EIN

34-0860843

Address

1144 EAST MIDLOTHIAN BLVD · YOUNGSTOWN, OH · 44502

Phone

(330) 782-8035

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-05-01

Tax period

2024-04-30

Filed

2024-11-29

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 Plumbing, Heating, AC Contractors plans

BALANCED COMFORT

BALANCED COMFORT 401(K) PLAN

MIKE PATTERSON PLUMBING, INC.

MIKE PATTERSON PLUMBING, INC. 401(K) RETIREMENT PLAN

AIRE-RITE AIRCONDITIONING & REFRIGERATION

AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT

CUSTOM PLUMBING INC

TBMK, INC.

TBMK, INC. 401(K) PLAN