Original filing (PDF)20250701135718NAL0012208145001

BRYAN & SUNS HEATING & AIR CONDITIONING

Name: BRYAN & SUNS HEATING & AIR CONDITIONING — BRYAN & SUNS HEATING AND AIR CONDITIONING 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BRYAN & SUNS HEATING & AIR CONDITIONING

Form 5500-SF

FILING_RECEIVED

BRYAN & SUNS HEATING AND AIR CONDITIONING 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 BRYAN & SUNS HEATING & AIR CONDITIONING.

Plan sponsor

Name

BRYAN & SUNS HEATING & AIR CONDITIONING

EIN

34-1604656

Address

28502 EUCLID AVENUE · WICKCLIFFE, OH · 44092

Phone

(440) 585-9232

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Electrical Contractors plans

JERRY ABLES ELECTRIC, INC

JERRY ABLES ELECTRIC, INC. 401K PROFIT SHARING

$2.5M · 47 participants

SCIENTIFIC ELECTRIC CO., INC.

SCIENTIFIC ELECTRIC CO., INC. DEFINED BENEFIT PENSION PLAN AND TRUST

$2.5M · 19 participants

DECORAH ELECTRIC, INC.

DECORAH ELECTRIC, INC. 401(K) PLAN

$2.5M · 14 participants

BECKER ELECTRIC COMPANY

BECKER ELECTRIC COMPANY PROFIT SHARING PLAN

$2.5M · 19 participants

RICHARD L. OREAIR AND COMPANY

RICHARD L. OREAIR & COMPANY EMPLOYEE SAVINGS PLAN