Original filing (PDF)20260226125000NAL0007827234001

SUBURBAN HEATING & AIR CONDITIONING CO.

Name: SUBURBAN HEATING & AIR CONDITIONING CO. — SUBURBAN HEATING & AIR CONDITIONING 401(K) PLAN, Form 5500 (2024)
Creator: SUBURBAN HEATING & AIR CONDITIONING CO.

Form 5500-SF

FILING_RECEIVED

SUBURBAN HEATING & AIR CONDITIONING 401(K) PLAN

401(k) 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 SUBURBAN HEATING & AIR CONDITIONING CO..

Plan sponsor

Name

SUBURBAN HEATING & AIR CONDITIONING CO.

EIN

75-1389774

Address

3918 PEACHTREE STREET · DALLAS, TX · 75227

Phone

(214) 381-1127

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-02-26

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

BAY MECHANICAL & ELECTRICAL CORPORATION

BAY MECHANICAL & ELECTRICAL CORPORATION EMPLOYEE'S RETIREMENT 401(K) PLAN & TRUST

$4.4M · 12 participants

GAGNE BROTHERS ENTERPRISES, INC. DBA BENJAMIN FRANKLIN PLUMBING

GAGNE BROTHERS ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

$4.4M · 56 participants

AMERICAN TEMPERATURE SERVICE I

AMERICAN TEMPERATURE SERVICE I 401(K) PROFIT SHARING PLAN & TRUST

$4.4M · 36 participants

ALL MAKES HEATING & AIR COND.

AMHAC 401(K) PLAN

$4.4M · 46 participants