Original filing (PDF)20230427082034NAL0024472978001

BAKERS HEATING AND AIR CONDITION

Name: BAKERS HEATING AND AIR CONDITION — BAKERS HEATING AND AIR, Form 5500 (2022)
Creator: BAKERS HEATING AND AIR CONDITION

Form 5500-SF

FILING_RECEIVED

BAKERS HEATING AND AIR

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

BAKERS HEATING AND AIR CONDITION

EIN

65-1085649

Address

13440 RED MAPLE CIRCLE · NORTH FT MYERS, FL · 33903

Phone

(239) 872-1492

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-08-31

Filed

2023-04-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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DEZIEL HEATING AND AIR CONDITIONING, INC.

DEZIEL HEATING & A/C EMPLOYEE BENEFIT PROGRAM

BROTHERS MECHANICAL LLC

BROTHERS MECHANICAL LLC - 401K

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