How big is Tri State Heating & Air's plan?

Tri State Heating & Air's plan reported $81K in assets and 17 participants for 2022.

Original filing (PDF)20230921133350NAL0002990257001

Tri State Heating & Air

Name: Tri State Heating & Air — Tri State Heating & Air, Form 5500 (2022)
Creator: Tri State Heating & Air
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tri State Heating & Air 401(k) Plan

401(k) retirement plan · Tri State Heating & Air's Tri State Heating & Air 401(k) Plan held $81K in plan assets for 17 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$81K

Net assets (EOY)

$81K

People on this filing

Michael Wheeler signed Tri State Heating & Air's 2022 Form 5500 as plan administrator.

Michael Wheeler — 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

Tri State Heating & Air's EIN is 45-3912114.

EIN 45-3912114

Plan number 001

Plan year 2022

ACK ID 20230921133350NAL0002990257001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Tri State Heating & Air from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Tri State Heating & Air's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off