How big is Jefferson HVAC's plan?

Jefferson HVAC's plan reported $42K in assets and 12 participants for 2024.

Original filing (PDF)20250926104951NAL0010031408001

Jefferson HVAC

Name: Jefferson HVAC — Jefferson HVAC WHAT Benefit Plan, Form 5500 (2024)
Creator: Jefferson HVAC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jefferson HVAC WHAT Benefit Plan

Health & welfare plan · Jefferson HVAC's Jefferson HVAC WHAT Benefit Plan held $42K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$42K

Net assets (EOY)

$35K

People on this filing

Kenneth Penn signed Jefferson HVAC's 2024 Form 5500 as plan administrator.

Kenneth Penn — 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

Jefferson HVAC's EIN is 85-1916564.

EIN 85-1916564

Plan number 501

Plan year 2024

ACK ID 20250926104951NAL0010031408001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jefferson HVAC'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 JEFFERSON HVAC.

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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