· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GV HEATING & AIR INC DBA GOLDEN VALLEY HEATING & AIR — GOLDEN VALLEY HEATING & AIR PSP BDA, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20240814152211NAL0006910963001
GV HEATING & AIR INC DBA GOLDEN VALLEY HEATING & AIR
Form 5500-SF
FILING_RECEIVED
GOLDEN VALLEY HEATING & AIR PSP BDA
401(k) retirement plan
Active participants
32
Accounts w/ balance
20
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GV HEATING & AIR INC DBA GOLDEN VALLEY HEATING & AIR
.
Find decision makers
Plan sponsor
Name
GV HEATING & AIR INC DBA GOLDEN VALLEY HEATING & AIR
EIN
41-0947612
Address
5182 WEST BROADWAY · CRYSTAL, MN · 55429
Phone
(763) 535-2000
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-11-01
Tax period
2023-10-31
Filed
2024-08-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
SPEGAL PLUMBING, LLC
SPEGAL PLUMBING, LLC 401(K) PLAN
$1.7M · 103 participants
DONNIE BURNSIDE & SONS, LTD
DONNIE BURNSIDE & SONS, LTD 401(K) PLAN
$1.7M · 19 participants
CAPITAL CONSTRUCTIONS SERVICES,
CAPITAL CONSTRUCTION SERVICES LLC 401(K) PLAN
$1.7M · 49 participants
BROTHERS PLUMBING, INC.
BROTHERS PLUMBING, INC. 401(K) PROFIT SHARING PLAN
$1.7M · 10 participants
BOAEN MECHANICAL CONTRACTOR, INC.
BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN AND TRUST
80
Knocking points off
63% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.7M · 38 participants
CITY PLUMBING & HEATING COMPANY
CITY PLUMBING & HEATING COMPANY 401K PLAN
$1.7M · 10 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
