How big is Davis Heating and Cooling, Inc.'s plan?

Davis Heating and Cooling, Inc.'s plan reported $912K in assets and 33 participants for 2024.

Original filing (PDF)20260115191828NAL0006975107001

Davis Heating and Cooling, Inc.

Name: Davis Heating and Cooling, Inc. — Davis Heating &, Form 5500 (2024)
Creator: Davis Heating and Cooling, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis Heating & Cooling, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Davis Heating and Cooling, Inc.'s Davis Heating & Cooling, Inc. 401(k) Profit Sharing Plan and Trust held $912K in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$912K

Net assets (EOY)

$912K

Plan identifiers

Davis Heating and Cooling, Inc.'s EIN is 54-1504557.

EIN 54-1504557

Plan number 001

Plan year 2024

ACK ID 20260115191828NAL0006975107001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Davis Heating and Cooling, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Davis Heating and Cooling, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVIS HEATING AND COOLING, INC..

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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

Knocking points off