How big is Phillips Heating & Air Condition's plan?

Phillips Heating & Air Condition's plan reported $31K in assets and 6 participants for 2024.

Original filing (PDF)20250717160518NAL0000626193001

Phillips Heating & Air Condition

Name: Phillips Heating & Air Condition — Phillips Heating, Form 5500 (2024)
Creator: Phillips Heating & Air Condition
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips Heating & Air - 401(k)

401(k) retirement plan · Phillips Heating & Air Condition's Phillips Heating & Air - 401(k) held $31K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$31K

Net assets (EOY)

$31K

People on this filing

Shirley Horner signed Phillips Heating & Air Condition's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Phillips Heating & Air Condition's EIN is 47-4195853.

EIN 47-4195853

Plan number 001

Plan year 2024

ACK ID 20250717160518NAL0000626193001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phillips Heating & Air Condition from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips Heating & Air Condition'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 PHILLIPS HEATING & AIR CONDITION.

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

Helping the score