How big is Morris Heating & Cooling, Inc.'s plan?

Morris Heating & Cooling, Inc.'s plan reported $1.0M in assets and 34 participants for 2023.

Original filing (PDF)20240529162126NAL0025457858001

Morris Heating & Cooling, Inc.

Name: Morris Heating & Cooling, Inc. — Morris Heating &, Form 5500 (2023)
Creator: Morris Heating & Cooling, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morris Heating & Cooling, Inc. 401(k) Cross-Tested Profit Shari

401(k) retirement plan · Morris Heating & Cooling, Inc.'s Morris Heating & Cooling, Inc. 401(k) Cross-Tested Profit Shari held $1.0M in plan assets for 34 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

PAM Morris signed Morris Heating & Cooling, Inc.'s 2023 Form 5500 as plan administrator.

PAM Morris — 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

Morris Heating & Cooling, Inc.'s EIN is 61-1304454.

EIN 61-1304454

Plan number 001

Plan year 2023

ACK ID 20240529162126NAL0025457858001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Morris Heating & Cooling, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Morris Heating & Cooling, Inc.'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 MORRIS HEATING & COOLING, INC..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

MORRIS HEATING & COOLING, INC.

EIN

all filings

Address

1467 PRODUCTION DRIVE · BURLINGTON, KY · 41005

Phone

(859) 282-8300

Industry

Wholesale Trade

Plan administrator