· 2022–2024 · DOL EFAST2

SAMPSON AIR CONDITIONING & REF — SAMPSON AIR CONDITIONING & REF 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20240821101247NAL0008160706001

SAMPSON AIR CONDITIONING & REF

Form 5500-SF

FILING_RECEIVED

SAMPSON AIR CONDITIONING & REF 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

4

Accounts w/ balance

1

Plan assets (EOY)

$88K

Net assets (EOY)

$88K

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

59

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAMPSON AIR CONDITIONING & REF.

Plan sponsor

Name

SAMPSON AIR CONDITIONING & REF

EIN

45-2610243

Address

994 N BARFIELD DR UNIT 5 · MARCO ISLAND, FL · 34145

Phone

(239) 394-3085

Industry

Plumbing, Heating, AC Contractors· Constructionsee 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

2024-08-21

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

NAPOLITANO HEATING AND AIR CONDITIONING

NAPOLITANO HEATING AND AIR CONDITIONING 401K PLAN

$88K · 3 participants

CIAMILLO HEATING AND COOLING, INC

CIAMILLO HEATING AND COOLING, INC 401(K) PLAN

$88K · 7 participants

HUGHES MECHANICAL LLC

HUGHES MECHANICAL LLC

$88K · 5 participants

AIR ROOT, LLC 401(K) PLAN

$88K · 25 participants

JAY MECHANICAL RETIREMENT PLAN

$88K · 5 participants