· 2022–2024 · DOL EFAST2

LEXINGTON ELECTRICAL & HVAC LLC — LEXINGTON ELECTRICAL & HVAC LLC CBS BENEFIT PLAN, Form 5500 (2023)

Original filing (PDF)20250430094408NAL0001729665001

LEXINGTON ELECTRICAL & HVAC LLC

Form 5500-SF

FILING_RECEIVED

LEXINGTON ELECTRICAL & HVAC LLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

8

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$443

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEXINGTON ELECTRICAL & HVAC LLC.

Plan sponsor

Name

LEXINGTON ELECTRICAL & HVAC LLC

EIN

81-3345807all filings

Address

1160 INDUSTRY RD · LEXINGTON, KY · 40505

Phone

(859) 457-0426

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-30

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

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

CHILDERS ELECTRIC INC

CHILDERS ELECTRIC INC 401K

$2K · 1 participants

GREEN MOUNTAIN CONSTRUCTION LL

GREEN MOUNTAIN CONSTRUCTION LL 401(K) PROFIT SHARING PLAN & TRUST

$2K · 6 participants

RCG PAINTING INC

RCG PAINTING INC 401K

$2K · 9 participants

TRAVELERS CONSTRUCTION LLC

TRAVELERS CONSTRUCTION LLC 401K PLAN

$2K · 5 participants

UTZ PLUMBING CBS BENEFIT PLAN

$2K · 2 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.