Original filing (PDF)20250729141136NAL0001383043001

KELLERMAN HEATING & COOLING

Name: KELLERMAN HEATING & COOLING — KELLERMAN HEATING & COOLING SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: KELLERMAN HEATING & COOLING

Form 5500-SF

FILING_RECEIVED

KELLERMAN HEATING & COOLING SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$398

Net assets (EOY)

$141

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 KELLERMAN HEATING & COOLING.

Plan sponsor

Name

KELLERMAN HEATING & COOLING

EIN

46-1130094

Address

1990 STATE ROUTE 125 · AMELIA, OH · 45102

Phone

(513) 797-6600

Industry

Wholesale Tradesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-02-01

Tax period

2024-12-31

Filed

2025-07-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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