Original filing (PDF)20260324090208NAL0003800338001

J.R. Barto Heating / Air Conditioning / Sheet Metal, Inc.

Name: J.R. Barto Heating / Air Conditioning / Sheet Metal, Inc. — Form 5500 Plan 003 (2025)
Creator: J.R. Barto Heating / Air Conditioning / Sheet Metal, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J.R. Barto Heating / Air Conditioning / Sheet Metal, Inc. 401(k) Plan

401(k) retirement plan · J.R. Barto Heating / Air Conditioning / Sheet Metal, Inc.'s J.R. Barto Heating / Air Conditioning / Sheet Metal, Inc. 401(k) Plan held $2.0M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

J.R. Barto Heating / Air Conditioning / Sheet Metal, Inc.'s EIN is 77-0459359.

EIN 77-0459359

Plan number 003

Plan year 2025

ACK ID 20260324090208NAL0003800338001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for J.R. Barto Heating / Air Conditioning / Sheet Metal, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

J.R. Barto Heating / Air Conditioning / Sheet Metal, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Top-tier plan health

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

Helping the score