Original filing (PDF)20240625090435NAL0015090594001

ADVANCED HEATING AND AIR CONTR

Name: ADVANCED HEATING AND AIR CONTR — ADVANCED HEATING AND AIR CONTR 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: ADVANCED HEATING AND AIR CONTR

Form 5500-SF

FILING_RECEIVED

ADVANCED HEATING AND AIR CONTR 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 ADVANCED HEATING AND AIR CONTR.

Plan sponsor

Name

ADVANCED HEATING AND AIR CONTR

EIN

81-1424408

Address

3514 ATWATER BLVD STE A · ATWATER, CA · 953019217

Phone

(209) 358-7921

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

EAST COUNTY HANDYMAN

BERNARD KING CONSTRUCTION LLC 401(K) PLAN

UPTON HOME SERVICES, INC. DBA UPTON AIR

UPTON AIR 401(K) PLAN

HOPKINS APPLIANCES SVC INC

RENSON INC.

RENSON INC. 401(K) PLAN

ELY APPLIANCES CORP