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BRANDT HEATING AND AIR CONDITIONING CO., INC. — BRANDT HEATING AND AIR CONDITIONING CO., INC. PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240830180439NAL0008539747001
BRANDT HEATING AND AIR CONDITIONING CO., INC.
Form 5500-SF
FILING_RECEIVED
BRANDT HEATING AND AIR CONDITIONING CO., INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
31
Accounts w/ balance
27
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
89
/ 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
BRANDT HEATING AND AIR CONDITIONING CO., INC.
.
Find decision makers
Plan sponsor
Name
BRANDT HEATING AND AIR CONDITIONING CO., INC.
EIN
42-0845774
Address
2325 HEINZ ROAD · IOWA CITY, IA · 52240
Phone
(319) 338-3637
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-08-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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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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.
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