Original filing (PDF)20250521083137NAL0002552640001

VASEY COMMERCIAL HEATING & AIR, INC.

Name: VASEY COMMERCIAL HEATING & AIR, INC. — VASEY COMMERCIAL HEATING & AIR COMPANY, INC. 401(K) PLAN, Form 5500 (2024)
Creator: VASEY COMMERCIAL HEATING & AIR, INC.

Form 5500-SF

FILING_RECEIVED

VASEY COMMERCIAL HEATING & AIR COMPANY, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

101

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

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 VASEY COMMERCIAL HEATING & AIR, INC..

Plan sponsor

Name

VASEY COMMERCIAL HEATING & AIR, INC.

EIN

35-1462810

Address

10830 ANDRADE DRIVE · ZIONSVILLE, IN · 46077

Phone

(317) 873-2512

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-21

Pension benefit codes

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)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

TRUSTEES OF BM IRON SHIPBUILDERS AFL LODGE LOCAL NO. 1 SUB TRUST FD

I.B.B. LOCAL LODGE NO. ONE SUPPLEMENTAL UNEMPLOYMENT BENEFIT TRUST FUND

$11.2M · 309 participants

SKL, INC. DBA HOME HEATING & PLUMBING AND HOME & HEARTH

$11.2M · 105 participants

WILLIAM H. METCALFE AND SONS, INC.

WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN

$11.1M · 142 participants

R.D. BITZER COMPANY, INC.

R.D. BITZER COMPANY, INC. PROFIT SHARING PLAN

$11.2M · 25 participants