How big is Shamy Heating & Air Conditioni's plan?

Shamy Heating & Air Conditioni's plan reported $200K in assets and 8 participants for 2024.

Original filing (PDF)20250718161032NAL0002076513001

Shamy Heating & Air Conditioni

Name: Shamy Heating & Air Conditioni — Shamy Heating & Air, Form 5500 (2024)
Creator: Shamy Heating & Air Conditioni
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shamy Heating & Air Conditioni 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Shamy Heating & Air Conditioni's Shamy Heating & Air Conditioni 401(k) Profit Sharing Plan & Trust held $200K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$200K

Net assets (EOY)

$200K

People on this filing

Mark Shamy signed Shamy Heating & Air Conditioni's 2024 Form 5500 as plan administrator.

Mark Shamy — 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

Shamy Heating & Air Conditioni's EIN is 34-1545372.

EIN 34-1545372

Plan number 001

Plan year 2024

ACK ID 20250718161032NAL0002076513001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shamy Heating & Air Conditioni from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shamy Heating & Air Conditioni's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

SHAMY HEATING & AIR CONDITIONI

EIN

all filings

Address

6226 AMERICAN RD · TOLEDO, OH · 436123903

Phone

(419) 727-1923

Industry

Other Services (ex. Public Admin)

Plan administrator