How big is JM Heating and Cooling LLC's plan?

JM Heating and Cooling LLC's plan reported $359K in assets and 2 participants for 2024.

Original filing (PDF)20250807123849NAL0002173283001

JM Heating and Cooling LLC

Name: JM Heating and Cooling LLC — JM Heating and Cooling, Form 5500 (2024)
Creator: JM Heating and Cooling LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JM Heating and Cooling 401(k) Plan

401(k) retirement plan · JM Heating and Cooling LLC's JM Heating and Cooling 401(k) Plan held $359K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$359K

Net assets (EOY)

$359K

People on this filing

SARA Siemens signed JM Heating and Cooling LLC's 2024 Form 5500 as plan administrator.

SARA Siemens — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

JM Heating and Cooling LLC's EIN is 81-1576612.

EIN 81-1576612

Plan number 001

Plan year 2024

ACK ID 20250807123849NAL0002173283001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JM Heating and Cooling LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JM Heating and Cooling LLC'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 JM HEATING AND COOLING LLC.

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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