How big is Phoenix HVAC's plan?

Phoenix HVAC's plan reported $13K in assets and 11 participants for 2024.

Original filing (PDF)20250718121501NAL0000873699001

Phoenix HVAC

Name: Phoenix HVAC — Phoenix HVAC 401(k) Plan, Form 5500 (2024)
Creator: Phoenix HVAC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix HVAC 401(k) Plan

401(k) retirement plan · Phoenix HVAC's Phoenix HVAC 401(k) Plan held $13K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

People on this filing

Marcus Bowie signed Phoenix HVAC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Phoenix HVAC's EIN is 83-0618233.

EIN 83-0618233

Plan number 001

Plan year 2024

ACK ID 20250718121501NAL0000873699001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phoenix HVAC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix HVAC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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 (12th percentile).

Helping the score

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

Plan sponsor

Name

PHOENIX HVAC

EIN

all filings

Address

1051 ROHLWING RD SUITE A · ROLLING MEADOWS, IL · 60008

Phone

(224) 829-4822

Industry

Other Services (ex. Public Admin)

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

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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