Original filing (PDF)20251007095610NAL0010999970001

ARMSTRONG AIR & ELECTRIC, INC.

Name: ARMSTRONG AIR & ELECTRIC, INC. — ARMSTRONG AIR & ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: ARMSTRONG AIR & ELECTRIC, INC.

Form 5500

FILING_RECEIVED

ARMSTRONG AIR & ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

100

Accounts w/ balance

109

Plan assets (EOY)

$2.5M

Net assets (EOY)

-$15.9M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARMSTRONG AIR & ELECTRIC, INC..

Plan sponsor

Name

ARMSTRONG AIR & ELECTRIC, INC.

EIN

59-3374032

Address

671 BUSINESS PARK BOULEVARD · WINTER GARDEN, FL · 34787

Phone

(707) 468-8435

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

2025-10-07

Pension benefit codes

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

ERIN PERDUE CPA LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $2.5M(100% of reported assets)

PI						% of plan
	Armstrong Air and Electric, Inc. Common Stock Common stock	Common Stock	—	$20.6M	$2.5M	100.0%

1–1 of 1

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