How big is HVAC Concepts LLC's plan?

HVAC Concepts LLC's plan reported $233K in assets and 7 participants for 2024.

Original filing (PDF)20250609125952NAL0014056657001

HVAC Concepts LLC

Name: HVAC Concepts LLC — HVAC Concepts LLC 401(k) Profit, Form 5500 (2024)
Creator: HVAC Concepts LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HVAC Concepts LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · HVAC Concepts LLC's HVAC Concepts LLC 401(k) Profit Sharing Plan & Trust held $233K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$233K

Net assets (EOY)

$233K

People on this filing

Ashley Ruland signed HVAC Concepts LLC's 2024 Form 5500 as plan administrator.

Ashley Ruland — 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

HVAC Concepts LLC's EIN is 46-3854465.

EIN 46-3854465

Plan number 001

Plan year 2024

ACK ID 20250609125952NAL0014056657001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HVAC Concepts LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HVAC Concepts LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HVAC CONCEPTS LLC.

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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 (86th percentile).

Plan sponsor

Name

HVAC CONCEPTS LLC

EIN

all filings

Address

PO BOX 1329 · BELLEVIEW, FL · 344211329

Phone

(352) 427-7660

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator