How big is Dynamic HVAC Inc.'s plan?

Dynamic HVAC Inc.'s plan reported $533K in assets and 11 participants for 2023.

Original filing (PDF)20240522110508NAL0003790417001

Dynamic HVAC Inc.

Name: Dynamic HVAC Inc. — Dynamic HVAC Inc. 401(k) Profit, Form 5500 (2023)
Creator: Dynamic HVAC Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dynamic HVAC Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Dynamic HVAC Inc.'s Dynamic HVAC Inc. 401(k) Profit Sharing Plan & Trust held $533K in plan assets for 11 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$533K

Net assets (EOY)

$533K

People on this filing

Susan Harvey signed Dynamic HVAC Inc.'s 2023 Form 5500 as plan administrator.

Susan Harvey — 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

Dynamic HVAC Inc.'s EIN is 38-3721231.

EIN 38-3721231

Plan number 001

Plan year 2023

ACK ID 20240522110508NAL0003790417001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Dynamic HVAC Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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