Original filing (PDF)20231030104403NAL0012681201001

JEFFERSON HEATING & AIR, INC

Name: JEFFERSON HEATING & AIR, INC — JEFFERSON HEATING & AIR, INC GCF BENEFIT PLAN, Form 5500 (2022)
Creator: JEFFERSON HEATING & AIR, INC

Form 5500-SF

FILING_RECEIVED

JEFFERSON HEATING & AIR, INC GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 JEFFERSON HEATING & AIR, INC.

Plan sponsor

Name

JEFFERSON HEATING & AIR, INC

EIN

58-2154175

Address

1106 ACADEMY CH RD · JEFFERSON, GA · 30549

Phone

(706) 367-8845

Industry

Real Estatesee all

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-04-01

Tax period

2023-03-31

Filed

2023-10-30

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

RIEDMAN DEVELOPMENT CORP

RIEDMAN DEVELOPMENT CORP 401(K) PROFIT SHARING PLAN & TRUST

257 WEST 113TH STREET LLC

257 WEST 113TH STREET LLC 401(K) PROFIT SHARING PLAN & TRUST

$0 · 1 participants

HOMECORP RELOCATION, INC.

HOMECORP RELOCATION, INC. 401K PROFIT SHARING PLAN

ABSTRACT & TITLE COMPANY

ABSTRACT & TITLE COMPANY 401(K) PLAN

2101 BEDFORD LLC

2101 BEDFORD LLC 401(K) PROFIT SHARING PLAN & TRUST