· 2022–2024 · DOL EFAST2

STEWART HEATING & COOLING, LLC — STEWART HEATING & COOLING 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20241015142717NAL0048394128001

STEWART HEATING & COOLING, LLC

Form 5500-SF

FILING_RECEIVED

STEWART HEATING & COOLING 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$324K

Net assets (EOY)

$324K

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

84

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

STEWART HEATING & COOLING, LLC

EIN

81-4921174

Address

6010 WESTMINSTER LANE · SAN ANGELO, TX · 76901

Phone

(325) 450-0481

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

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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