Original filing (PDF)20250529070532NAL0007619937001

ADVANCED HEATING & AIR CONDITION

Name: ADVANCED HEATING & AIR CONDITION — ADVANCED HEATING & AIR CONDITIONING, Form 5500 (2024)
Creator: ADVANCED HEATING & AIR CONDITION

Form 5500-SF

FILING_RECEIVED

ADVANCED HEATING & AIR CONDITIONING

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$140K

Net assets (EOY)

$140K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

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 ADVANCED HEATING & AIR CONDITION.

Plan sponsor

Name

ADVANCED HEATING & AIR CONDITION

EIN

82-4409386all filings

Address

195 FRANK YOUNGS RD · UNADILLA, NY · 13849

Phone

(607) 441-3211

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

2025-05-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

COMPLETE ENERGY CONSULTANTS LLC

COMPLETE ENERGY CONSULTANTS

$141K · 12 participants

KRUCKMAN CONTRACTING LLC

KRUCKMAN CONTRACTING LLC 401(K) PROFIT SHARING PLAN & TRUST

$141K · 2 participants

STREAMLINE SERVICES INC

STREAMLINE SERVICES, INC 401(K) PLAN

$141K · 33 participants

DRAIN TECH PLUMBING, LLC

DRAIN TECH PLUMBING 401(K) PLAN

$140K · 12 participants

VANCO PLUMBING & HEATING INC

VANCO PLUMBING & HEATING INC 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.