Original filing (PDF)20251105112222NAL0022508978001

JERRY KELLY HEATING & AIR CONDITIONING, INC

Name: JERRY KELLY HEATING & AIR CONDITIONING, INC — JERRY KELLY HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JERRY KELLY HEATING & AIR CONDITIONING, INC

Form 5500-SF

FILING_RECEIVED

JERRY KELLY HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 JERRY KELLY HEATING & AIR CONDITIONING, INC.

Plan sponsor

Name

JERRY KELLY HEATING & AIR CONDITIONING, INC

EIN

43-1112765

Address

4631 N. ST. PETERS PARKWAY · ST. PETERS, MO · 63304

Phone

(636) 757-8500

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-04-01

Tax period

2025-08-31

Filed

2025-11-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

EPRO ENGINEERING, LLC

EPRO ENGINEERING, LLC 401(K) PLAN

$0 · 5 participants

M CON, LLC

M CON, LLC 401(K) PLAN

WATER WELL INVESTMENTS, LLC

WATER WELL SOLUTIONS 401(K) PLAN

FAYETTE WRECKER, INC.

FAYETTE WRECKER, INC. GCF BENEFIT PLAN

ARTESIAN EARTHWORKS LLC

ARTESIAN EARTHWORKS LLC 401(K) PLAN