Original filing (PDF)20231227141649NAL0018489874001

NOEL CLAYTON HEAT & COOL

Name: NOEL CLAYTON HEAT & COOL — NOEL CLAYTON HEAT & COOL CBS BENEFIT PLAN, Form 5500 (2022)
Creator: NOEL CLAYTON HEAT & COOL

Form 5500-SF

FILING_RECEIVED

NOEL CLAYTON HEAT & COOL CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$19K

Net assets (EOY)

$4K

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 NOEL CLAYTON HEAT & COOL.

Plan sponsor

Name

NOEL CLAYTON HEAT & COOL

EIN

76-0788497

Address

150 HAHN DRIVE · FRANKFORT, KY · 40601

Phone

(502) 223-0107

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Name

SHAWNA BURTON

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-06-01

Tax period

2023-05-31

Filed

2023-12-27

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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