Original filing (PDF)20251229133212NAL0041878626001

WILLIAMS HEATING AND AIR INC

Name: WILLIAMS HEATING AND AIR INC — WILLIAMS HEATING AND AIR INC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: WILLIAMS HEATING AND AIR INC

Form 5500-SF

FILING_RECEIVED

WILLIAMS HEATING AND AIR INC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$423

Net assets (EOY)

$135

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 WILLIAMS HEATING AND AIR INC.

Plan sponsor

Name

WILLIAMS HEATING AND AIR INC

EIN

81-4303225all filings

Address

3411 GILBERTSVILLE HWY · CALVERT CITY, KY · 42029

Phone

(270) 703-6784

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

2024

Plan year begin

2025-01-01

Tax period

2025-05-31

Filed

2025-12-29

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

MASTER CONTRACTORS & DEVELOPERS

MASTER CONTRACTORS & DEVELOPERS LLC

$420 · 3 participants

ALLIED HVAC LLC

ALLIED HVAC LLC MCF BENEFIT PLAN

$429 · 5 participants

OAK & STONE CONSTRUCTION LLC

$429 · 2 participants

V&E CONSTRUCTION LLC

V & E CONSTRUCTION

$417 · 3 participants

FUTURES BUILDING COMPANY

FUTURES BUILDING COMPANY 401(K) PLAN

$430 · 13 participants

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