· 2022–2024 · DOL EFAST2

SUMMIT HEATING & COOLING — SUMMIT HEATING & COOLING CHAMBER BENEFIT ARRANGEMENT PLAN, Form 5500 (2023)

Original filing (PDF)20250327092140NAL0028978432001

SUMMIT HEATING & COOLING

Form 5500-SF

FILING_RECEIVED

SUMMIT HEATING & COOLING CHAMBER BENEFIT ARRANGEMENT PLAN

Health & welfare plan

Active participants

8

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$603

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 SUMMIT HEATING & COOLING.

Plan sponsor

Name

SUMMIT HEATING & COOLING

EIN

81-4559382all filings

Address

1141 TOWER DR · AKRON, OH · 44305

Phone

(330) 802-0228

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Name

STEPHEN MILLARD

EIN

82-5056803

City

AKRON, OH

Phone

(330) 376-5550

Plan characteristics

Plan number

502

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-27

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

D & E CONSTRUCTION INC

D & E CONSTRUCTION 401(K)

$3K · 6 participants

PERFECT AIR, LLC

PERFECT AIR, LLC MCF BENEFIT PLAN

$3K · 6 participants

ALVAROS CONSTRUCTION INC

ALVAROS CONSTRUCTION INC 401K PLAN

$3K · 5 participants

METAMORPHOSIS FINANCIAL INC

METAMORPHOSIS FINANCIAL INC

$3K · 16 participants

JUAN MANUEL PINEDA MERCADO

JUAN MANUEL PINEDA MERCADO 401K PLAN

$3K · 6 participants

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