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HVAC INCORPORATED — HVAC INCORPORATED 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250506113323NAL0005930355001
HVAC INCORPORATED
Form 5500-SF
FILING_RECEIVED
HVAC INCORPORATED 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
74
Accounts w/ balance
59
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HVAC INCORPORATED
.
Find decision makers
Plan sponsor
Name
HVAC INCORPORATED
EIN
93-0914112
Address
5188 SE INTERNATIONAL WAY · MILWAUKIE, OR · 97222
Phone
(503) 462-4822
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
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
2025-05-06
Pension benefit codes
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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FLOW TECH INC.
FLOW TECH, INC, 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$5.6M · 29 participants
BONFITTO INCORPORATED
BONFITTO INCORPORATED 401(K) PROFIT SHARING PLAN
$5.6M · 24 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
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DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
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PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
