How big is Legacy Heating & Cooling's plan?

Legacy Heating & Cooling's plan reported $3K in assets and 3 participants for 2024.

Original filing (PDF)20251126140706NAL0007100896001

Legacy Heating & Cooling

Name: Legacy Heating & Cooling — Legacy Heating & Cooling, Form 5500 (2024)
Creator: Legacy Heating & Cooling
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Heating & Cooling SOCA Benefit Plan

Health & welfare plan · Legacy Heating & Cooling's Legacy Heating & Cooling SOCA Benefit Plan held $3K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$956

People on this filing

Matt Appenzeller signed Legacy Heating & Cooling's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Legacy Heating & Cooling's EIN is 82-4873939.

EIN 82-4873939

Plan number 501

Plan year 2024

ACK ID 20251126140706NAL0007100896001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Legacy Heating & Cooling from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Heating & Cooling's plan includes health coverage.

Decision-maker contacts

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

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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