How big is Georgetown Heating & Cooling LLC's plan?

Georgetown Heating & Cooling LLC's plan reported $31K in assets and 2 participants for 2022.

Original filing (PDF)20231010093405NAL0027405521001

Georgetown Heating & Cooling LLC

Name: Georgetown Heating & Cooling LLC — Georgetown, Form 5500 (2022)
Creator: Georgetown Heating & Cooling LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Georgetown Heating & Cooling 401(k) Plan

401(k) retirement plan · Georgetown Heating & Cooling LLC's Georgetown Heating & Cooling 401(k) Plan held $31K in plan assets for 2 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$31K

Net assets (EOY)

$31K

People on this filing

Patti TAIT signed Georgetown Heating & Cooling LLC's 2022 Form 5500 as plan administrator.

Patti TAIT — 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

Georgetown Heating & Cooling LLC's EIN is 81-5313329.

EIN 81-5313329

Plan number 001

Plan year 2022

ACK ID 20231010093405NAL0027405521001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Georgetown Heating & Cooling LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Georgetown Heating & 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 GEORGETOWN HEATING & 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

Knocking points off