How big is Ocala Heating & Air Conditioning's plan?

Ocala Heating & Air Conditioning's plan reported $1.0M in assets and 15 participants for 2024.

Original filing (PDF)20250731161218NAL0013749074001

Ocala Heating & Air Conditioning

Name: Ocala Heating & Air Conditioning — Ocala Heating &, Form 5500 (2024)
Creator: Ocala Heating & Air Conditioning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ocala Heating & Air Conditioning 401(k) Profit Sharing Plan

401(k) retirement plan · Ocala Heating & Air Conditioning's Ocala Heating & Air Conditioning 401(k) Profit Sharing Plan held $1.0M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Charlie Chappel signed Ocala Heating & Air Conditioning's 2024 Form 5500 as plan administrator.

Charlie Chappel — 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

Ocala Heating & Air Conditioning's EIN is 59-3558632.

EIN 59-3558632

Plan number 001

Plan year 2024

ACK ID 20250731161218NAL0013749074001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ocala Heating & Air Conditioning from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ocala Heating & Air Conditioning's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OCALA HEATING & AIR CONDITIONING.

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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