Original filing (PDF)20250522094614NAL0002190451001

R&D HEATING AND COOLING

Name: R&D HEATING AND COOLING — R & D HEATING AND COOLING 401K AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: R&D HEATING AND COOLING

Form 5500-SF

FILING_RECEIVED

R & D HEATING AND COOLING 401K AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$342K

Net assets (EOY)

$342K

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 R&D HEATING AND COOLING.

Plan sponsor

Name

R&D HEATING AND COOLING

EIN

48-6279153

Address

503 N MILL RD · KENNETT SQAURE, PA · 19348

Phone

(610) 444-6421

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

ACCESS HEATING & AIR CONDITIONING, INC.

ACCESS HEATING 401(K) P/S PLAN

$342K · 26 participants

WEST COAST COMMERCIAL INC

WEST COAST COMMERCIAL INC 401(K) PROFIT SHARING PLAN & TRUST

$342K · 12 participants

RENFROW HEATING & AIR, INC.

RENFROW HEATING & AIR, INC. 401(K) PLAN

$342K · 12 participants

CTI MECHANICAL CONTRACTORS, INC.

CTI MECHANICAL CONTRACTORS, INC. 401(K) PLAN

$342K · 22 participants

M V PLUMBING, INC.

M V PLUMBING, INC. CASH BALANCE PLAN