Original filing (PDF)20250922094511NAL0011988226001

SUMMIT HEATING AND COOLING, LLC

Name: SUMMIT HEATING AND COOLING, LLC — SUMMIT HEATING AND COOLING 401(K) PLAN, Form 5500 (2024)
Creator: SUMMIT HEATING AND COOLING, LLC

Form 5500-SF

FILING_RECEIVED

SUMMIT HEATING AND COOLING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$692K

Net assets (EOY)

$692K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SUMMIT HEATING AND COOLING, LLC

EIN

82-0887666

Address

1455 IRON STREET · NORTH KANSAS CITY, MO · 64116

Phone

(816) 832-7770

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

WINDMILL WATER LLC

WINDMILL WATER 401(K) PLAN

$692K · 9 participants

STREAMLINE ENTERPRISES INCORPORATED

STREAMLINE ENTERPRISES INCORPORATED SAFE HARBOR 401(K) PLAN

$692K · 29 participants

MIKE KING HEATING & COOLING INC.

MIKE KING HEATING & COOLING 401(K) PLAN

$692K · 16 participants

PLYMOUTH PLUMBING, INC.

PLYMOUTH PLUMBING, INC. 401(K) PLAN

$692K · 14 participants

FINGER LAKES COMFORT INC

FINGER LAKES COMFORT INC 401(K) PROFIT SHARING PLAN & TRUST

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