Original filing (PDF)20250407072625NAL0018165089001

PAUL'S HEATING & AIR CONDITIONING, INC.

Name: PAUL'S HEATING & AIR CONDITIONING, INC. — PAUL'S HEATING & AIR CONDITIONING, INC. 401(K) PLAN, Form 5500 (2024)
Creator: PAUL'S HEATING & AIR CONDITIONING, INC.

Form 5500-SF

FILING_RECEIVED

PAUL'S HEATING & AIR CONDITIONING, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 PAUL'S HEATING & AIR CONDITIONING, INC..

Plan sponsor

Name

PAUL'S HEATING & AIR CONDITIONING, INC.

EIN

39-1284895

Address

1241 OAK FOREST DRIVE · ONALASKA, WI · 54650

Phone

(608) 784-0751

Industry

Plumbing, Heating, AC 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

2025-04-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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 Plumbing, Heating, AC Contractors plans

DOWLING CORPORATION

DOWLING CORPORATION 401(K) PROFIT SHARING PLAN

$3.0M · 35 participants

C. E. MECHANICAL, INC.

C. E. MECHANICAL, INC. SAVINGS & RETIREMENT PLAN

$3.0M · 13 participants

SCHAD BOILER SETTING CO.

SCHAD BOILER SETTING COMPANY EMPLOYEES 401(K) PROFIT SHARING TRUST

$3.0M · 24 participants

CARLSON HVAC, INC.

CARLSON HVAC, INC. 401(K) PROFIT SHARING PLAN

$3.0M · 8 participants

AIR MANAGEMENT CORPORATION, INC.

AIR MANAGEMENT CORPORATION INC PROFIT SHARING PLAN