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JAHNKE HEATING & AIR CONDITIONING INC — JAHNKE HEATING & AIR CONDITIONING INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250910155150NAL0035772688001
JAHNKE HEATING & AIR CONDITIONING INC
Form 5500-SF
FILING_RECEIVED
JAHNKE HEATING & AIR CONDITIONING INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
28
Accounts w/ balance
12
Plan assets (EOY)
$847K
Net assets (EOY)
$847K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
JAHNKE HEATING & AIR CONDITIONING INC
.
Find decision makers
Plan sponsor
Name
JAHNKE HEATING & AIR CONDITIONING INC
EIN
93-1124147
Address
PO BOX 660 · TALENT, OR · 975400660
Phone
(541) 535-4470
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
2025-09-10
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
SOUTHEAST DUCT SPECIALIST, INC.
SOUTHEAST DUCT SPECIALIST, INC 401(K) PROFIT SHARING PLAN
$847K · 45 participants
TOM BYRD PLUMBING & HEATING SERVICE, INC.
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WEATHER CONTROL, INC.
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JCORR, LLC
JCORR LLC 401(K) PROFIT SHARING PLAN AND TRUST
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CIPRI PLUMBING & HEATING LLC
CIPRI PLUMBING & HEATING LLC - 401(K)
65
Knocking points off
Only 43% as many balances as active participants — suggests many active employees aren't deferring.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$848K · 15 participants
THE PHILLIPS VENTURE GROUP, LLC
PHILLIPS VENTURE GROUP LLC 401(K) PLAN
$848K · 8 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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MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
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
