How big is Everett Heating and Cooling LLC's plan?

Everett Heating and Cooling LLC's plan reported $13K in assets and 7 participants for 2024.

Original filing (PDF)20250717122325NAL0000274305001

Everett Heating and Cooling LLC

Name: Everett Heating and Cooling LLC — Form 5500 (2024)
Creator: Everett Heating and Cooling LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Everett Heating and Cooling LLC held $13K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

People on this filing

Shirley Horner signed Everett Heating and Cooling LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Everett Heating and Cooling LLC's EIN is 88-2437154.

EIN 88-2437154

Plan number 001

Plan year 2024

ACK ID 20250717122325NAL0000274305001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Everett Heating and Cooling LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Helping the score