Original filing (PDF)20251001192037NAL0018194883001

SUPERIOR HEATING & COOLING MANA

Name: SUPERIOR HEATING & COOLING MANA — SUPERIOR HEATING & COOLING MANAGEMENT INC., Form 5500 (2024)
Creator: SUPERIOR HEATING & COOLING MANA

Form 5500-SF

FILING_RECEIVED

SUPERIOR HEATING & COOLING MANAGEMENT INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 SUPERIOR HEATING & COOLING MANA.

Plan sponsor

Name

SUPERIOR HEATING & COOLING MANA

EIN

59-3068396

Address

785 DUNBAR AVENUE · OLDSMAR, FL · 34677

Phone

(813) 854-3449

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

2025-10-01

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

PEEPELS MECHANICAL CORP

PEEPELS MECHANICAL CORP 401(K) PLAN

$1.5M · 9 participants

FORWARD MECHANICAL

FORWARD MECHANICAL 401(K) PLAN

$1.5M · 180 participants

JOHNSON MECHANICAL CONTRACTORS, INC.

JOHNSON MECHANICAL CONTRACTORS, INC. 401(K) PLAN

$1.5M · 26 participants

ENGELMAN CORPORATION

KAPALA 401(K) PLAN

$1.5M · 24 participants

CASCADE RESIDENTIAL SERVICES LLC

CASCADE RESIDENTIAL SERVICES 401(K) PLAN

$1.5M · 518 participants