Original filing (PDF)20250328105123NAL0001920082001

PENNINGTON HVAC

Name: PENNINGTON HVAC — PENNINGTON HVAC MCF BENEFIT PLAN, Form 5500 (2023)
Creator: PENNINGTON HVAC

Form 5500-SF

FILING_RECEIVED

PENNINGTON HVAC MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$638

Net assets (EOY)

$168

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENNINGTON HVAC.

Plan sponsor

Name

PENNINGTON HVAC

EIN

88-1571781

Address

201 S 3RD STREET · SARCOXIE, MO · 64862

Phone

(417) 793-8304

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Name

BECKY WEKENBORG

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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