How big is Shelby Heating and Air Condition's plan?

Shelby Heating and Air Condition's plan reported $1.1M in assets and 16 participants for 2024.

Original filing (PDF)20250724082133NAL0006636432001

Shelby Heating and Air Condition

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

Form 5500-SF

FILING_RECEIVED

Shelby Heating and Air Conditioning, Inc. 401(k) Profit

401(k) retirement plan · Shelby Heating and Air Condition's Shelby Heating and Air Conditioning, Inc. 401(k) Profit held $1.1M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Nick Rice signed Shelby Heating and Air Condition's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Shelby Heating and Air Condition's EIN is 56-1216627.

EIN 56-1216627

Plan number 001

Plan year 2024

ACK ID 20250724082133NAL0006636432001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shelby Heating and Air Condition's plan includes profit-sharing, ERISA 404(c) participant direction, 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 SHELBY HEATING AND AIR CONDITION.

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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

Knocking points off