Original filing (PDF)20241114113714NAL0028038656001

BLOUNT HEATING AND AIR CONDITIONING

Name: BLOUNT HEATING AND AIR CONDITIONING — BLOUNT HEATING AND AIR CONDITIONING INC 401(K) PLAN, Form 5500 (2023)
Creator: BLOUNT HEATING AND AIR CONDITIONING

Form 5500-SF

FILING_RECEIVED

BLOUNT HEATING AND AIR CONDITIONING INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 BLOUNT HEATING AND AIR CONDITIONING.

Plan sponsor

Name

BLOUNT HEATING AND AIR CONDITIONING

EIN

39-1214779

Address

519 W WISCONSIN AVENUE · APPLETON, WI · 54911

Phone

(920) 739-4551

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2024-11-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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