How big is Sensible Heating & Cooling LLC's plan?

Sensible Heating & Cooling LLC's plan reported $178K in assets and 7 participants for 2024.

Original filing (PDF)20250630172541NAL0011453041001

Sensible Heating & Cooling LLC

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

Form 5500-SF

FILING_RECEIVED

Sensible Heating and Cooling LLC 401(k) Profit Sharing Plan & TRU

401(k) retirement plan · Sensible Heating & Cooling LLC's Sensible Heating and Cooling LLC 401(k) Profit Sharing Plan & TRU held $178K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$178K

Net assets (EOY)

$178K

People on this filing

Joann Overby signed Sensible Heating & Cooling LLC's 2024 Form 5500 as plan administrator.

Joann Overby — 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

Sensible Heating & Cooling LLC's EIN is 55-0851892.

EIN 55-0851892

Plan number 001

Plan year 2024

ACK ID 20250630172541NAL0011453041001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sensible Heating & Cooling LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sensible Heating & Cooling 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 SENSIBLE HEATING & COOLING 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