Original filing (PDF)20250610082806NAL0014802481001

WHITLEYS HEATING AND AIR, LLC

Name: WHITLEYS HEATING AND AIR, LLC — WHITLEYS HEATING AND AIR 401(K) PLAN, Form 5500 (2024)
Creator: WHITLEYS HEATING AND AIR, LLC

Form 5500-SF

FILING_RECEIVED

WHITLEYS HEATING AND AIR 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITLEYS HEATING AND AIR, LLC.

Plan sponsor

Name

WHITLEYS HEATING AND AIR, LLC

EIN

80-0614297

Address

13720 OLD ST. AUGUSTINE RD · SUITE 8-312 · JACKSONVILLE, FL · 32258

Phone

(904) 626-6675

Industry

Plumbing, Heating, AC Contractors· Constructionsee 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

2025-06-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2S · Automatic enrollment

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

HEMINGWAY HVAC SERVICES LLC

HEMINGWAY HVAC SERVICES-401K PLAN

$18K · 9 participants

WATER WISE PLUMBING, BACKFLOW & DRAINS INC.

WATER WISE PLUMBING, BACKFLOW & DRAINS INC. 401(K) PLAN

$18K · 4 participants

ESSIE BELLE S PLUMBING LLC

ESSIE BELLE S PLUMBING LLC 401(K) PROFIT SHARING PLAN & TRUST

$18K · 9 participants

LUND MECHANICAL LLC

LUND MECHANICAL LLC 401(K) PLAN

$18K · 7 participants

ART GROSSMANN & SONS LLC

ART GROSSMANN & SONS LLC 401(K) PLAN