Original filing (PDF)20250725082120NAL0006364497001

Z HEFFLEY AVIATION

Name: Z HEFFLEY AVIATION — Z HEFFLEY AVIATION RETIREMENT TRUST, Form 5500 (2024)
Creator: Z HEFFLEY AVIATION

Form 5500-SF

FILING_RECEIVED

Z HEFFLEY AVIATION RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

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

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 Z HEFFLEY AVIATION.

Plan sponsor

Name

Z HEFFLEY AVIATION

EIN

85-3964699

Address

4359 NORTH MAIN STREET · 19A · FORT WORTH, TX · 76106

Phone

(817) 689-4099

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2024-12-31

Filed

2025-07-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

BIGGS CONSTRUCTION

BIGGS CONSTRUCTION PROFIT SHARING

$23K · 1 participants

ENKOMPAS BI LLC

ENKOMPAS BI LLC 401(K) PROFIT SHARING PLAN & TRUST

$23K · 8 participants

SARASOTA ITALIAN FOOD PRODUCTION

SARASOTA ITALIAN FOOD PRODUCTION 401(K) PLAN

$23K · 2 participants

STEWO DENTAL LLC

STEWO DENTAL LLC 401(K) PROFIT SHARING PLAN & TRUST

$23K · 2 participants

SNOWY OWL LLC

SNOWY OWL LLC 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.