How big is HVAC Systems, Inc.'s plan?

HVAC Systems, Inc.'s plan reported $611K in assets and 11 participants for 2024.

Original filing (PDF)20251002084603NAL0000194785001

HVAC Systems, Inc.

Name: HVAC Systems, Inc. — HVAC Systems, Inc. 401(k) &, Form 5500 (2024)
Creator: HVAC Systems, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HVAC Systems, Inc. 401(k) & Profit Sharing PL

401(k) retirement plan · HVAC Systems, Inc.'s HVAC Systems, Inc. 401(k) & Profit Sharing PL held $611K in plan assets for 11 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$611K

Net assets (EOY)

$611K

People on this filing

Robert TOON signed HVAC Systems, Inc.'s 2024 Form 5500 as plan administrator.

Robert TOON — 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

HVAC Systems, Inc.'s EIN is 38-3384051.

EIN 38-3384051

Plan number 001

Plan year 2024

ACK ID 20251002084603NAL0000194785001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HVAC Systems, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HVAC Systems, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HVAC SYSTEMS, INC..

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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

Knocking points off