How big is Excel Heating & Cooling, Inc.'s plan?

Excel Heating & Cooling, Inc.'s plan reported $933K in assets and 20 participants for 2023.

Original filing (PDF)20241014150246NAL0046493056001

Excel Heating & Cooling, Inc.

Name: Excel Heating & Cooling, Inc. — Excel Heating &, Form 5500 (2023)
Creator: Excel Heating & Cooling, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excel Heating & Cooling, Inc. 401(k) Plan

401(k) retirement plan · Excel Heating & Cooling, Inc.'s Excel Heating & Cooling, Inc. 401(k) Plan held $933K in plan assets for 20 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$933K

Net assets (EOY)

$933K

Plan identifiers

Excel Heating & Cooling, Inc.'s EIN is 46-1292871.

EIN 46-1292871

Plan number 001

Plan year 2023

ACK ID 20241014150246NAL0046493056001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Excel Heating & Cooling, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Excel Heating & Cooling, Inc.'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 EXCEL HEATING & COOLING, INC..

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

EXCEL HEATING & COOLING, INC.

EIN

all filings

Address

3400 CROSS KEYS ROAD · HARRISONBURG, VA · 22801

Phone

(540) 434-0030

Industry

Manufacturing

Plan administrator