Original filing (PDF)20260715182227NAL0002505011001

J&M Air Conditioning & Heating, Inc.

Name: J&M Air Conditioning & Heating, Inc. — J&M Air, Form 5500 (2025)
Creator: J&M Air Conditioning & Heating, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J&M Air Conditioning & Heating, Inc. 401(k) Plan

401(k) retirement plan · J&M Air Conditioning & Heating, Inc.'s J&M Air Conditioning & Heating, Inc. 401(k) Plan held $34K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$34K

Net assets (EOY)

$34K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

J&M AIR CONDITIONING & HEATING, INC

EIN

65-1154736all filings

Address

6790 45TH STREET · VERO BEACH, FL · 32967

Phone

(772) 201-0354

Industry

Electrical Contractors· Construction

Plan administrator