· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BURKHARDT'S AIR CONDITIONING, HEATING & REFRIGERATION, INC. — BURKHARDT 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015083828NAL0002115523001
BURKHARDT'S AIR CONDITIONING, HEATING & REFRIGERATION, INC.
Form 5500-SF
FILING_RECEIVED
BURKHARDT 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
36
Accounts w/ balance
20
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BURKHARDT'S AIR CONDITIONING, HEATING & REFRIGERATION, INC.
.
Find decision makers
Plan sponsor
Name
BURKHARDT'S AIR CONDITIONING, HEATING & REFRIGERATION, INC.
EIN
72-1207072
Address
1932 SURGI DRIVE · MANDEVILLE, LA · 70448
Phone
(985) 626-7741
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
DOUGHTIE-LANE, LLC
J.P. COMPANY PROFIT SHARING PLAN
$1.1M · 12 participants
HOPE PLUMBING LLC
HOPE PLUMBING LLC 401(K) PLAN
$1.1M · 120 participants
MECHANICAL SERVICE COMPANY INC.
MECHANICAL SERVICE COMPANY INC. 401K PROFIT SHARING PLAN
$1.1M · 31 participants
PRAIRIE STATE PLUMBING & HEATING, INC.
PRAIRIE STATE PLUMBING & HEATING 401(K) PLAN
$1.1M · 6 participants
AROUND THE CLOCK HEATING AND COO
AROUND THE CLOCK HEATING AND COOLING, INC. 401(K) PROFIT SHAR
80
Knocking points off
56% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 13 participants
L & G PLUMBING & HEATING SERVICES, INC.
L & G PLUMBING & HEATING SERVICES, INC. 401(K) PLAN
$1.1M · 3 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
