How big is Scott-Lee Heating Co.'s plan?

Scott-Lee Heating Co.'s plan reported $6.5M in assets and 17 participants for 2023.

Original filing (PDF)20250611093825NAL0013852819001

Scott-Lee Heating Co.

Name: Scott-Lee Heating Co. — Scott-Lee Heating 401(k), Form 5500 (2023)
Creator: Scott-Lee Heating Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Scott-Lee Heating 401(k) Profit Sharing Plan

401(k) retirement plan · Scott-Lee Heating Co.'s Scott-Lee Heating 401(k) Profit Sharing Plan held $6.5M in plan assets for 17 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

People on this filing

Terry Scott signed Scott-Lee Heating Co.'s 2023 Form 5500 as plan administrator.

Terry Scott — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Scott-Lee Heating Co.'s EIN is 43-1129701.

EIN 43-1129701

Plan number 001

Plan year 2023

ACK ID 20250611093825NAL0013852819001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Scott-Lee Heating Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Scott-Lee Heating Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCOTT-LEE HEATING CO..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score