Original filing (PDF)20250728134827NAL0001627841001

KIRKWOOD HEATING AND AIR CONDITIONI

Name: KIRKWOOD HEATING AND AIR CONDITIONI — KIRKWOOD HEATING AND AIR CONDITIONING COMPANY, INC. PROFIT SHARING 401K PLAN, Form 5500 (2024)
Creator: KIRKWOOD HEATING AND AIR CONDITIONI

Form 5500-SF

FILING_RECEIVED

KIRKWOOD HEATING AND AIR CONDITIONING COMPANY, INC. PROFIT SHARING 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 KIRKWOOD HEATING AND AIR CONDITIONI.

Plan sponsor

Name

KIRKWOOD HEATING AND AIR CONDITIONI

EIN

43-1610135

Address

9350 WATSON INDUSTRIAL PARK · CRESTWOOD, MO · 63126

Phone

(314) 968-3453

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

2025-07-28

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)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

WEST ALABAMA MECHANICAL, INC.

WEST ALABAMA MECHANICAL, INC. 401(K) PLAN

$2.4M · 64 participants

RICHARD E. YARD PLUMBING & HEATING, INC.

RICHARD E. YARD PLUMBING & HEATING, INC. RETIREMENT PLAN

$2.4M · 7 participants

XL MECHANICAL & ENERGY MANAGEMENT SERVICES

XL MECHANICAL 401(K) PROFIT SHARING PLAN

$2.4M · 20 participants

AIRITE AIR CONDITIONING, INC.

AIRITE AIR CONDITIONING, INC. 401(K) SAVINGS

$2.4M · 22 participants

INDUSTRIAL BURNER SYSTEMS, INC.