Original filing (PDF)20260319170459NAL0005336931001

ALLIED HEATING & AIR CONDITIONING COMPANY, INC.

Name: ALLIED HEATING & AIR CONDITIONING COMPANY, INC. — ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN, Form 5500 (2024)
Creator: ALLIED HEATING & AIR CONDITIONING COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

ALLIED HEATING & AIR CONDITIONING CO., INC. MONEY PURCHASE PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIED HEATING & AIR CONDITIONING COMPANY, INC..

Plan sponsor

Name

ALLIED HEATING & AIR CONDITIONING COMPANY, INC.

EIN

68-0012119

Address

12 DELUCA PLACE · SAN RAFAEL, CA · 94901

Phone

(415) 459-5232

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2026-03-19

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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