How big is Jessee Heating & Air Conditioning's plan?

Jessee Heating & Air Conditioning's plan reported $3.5M in assets and 53 participants for 2024.

Original filing (PDF)20251013145439NAL0001562209001

Jessee Heating & Air Conditioning

Name: Jessee Heating & Air Conditioning — Jessee Heating &, Form 5500 (2024)
Creator: Jessee Heating & Air Conditioning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jessee Heating & Air Conditioning 401(k) Profit Sharing Plan

401(k) retirement plan · Jessee Heating & Air Conditioning's Jessee Heating & Air Conditioning 401(k) Profit Sharing Plan held $3.5M in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Jessee Heating & Air Conditioning's EIN is 94-2744468.

EIN 94-2744468

Plan number 001

Plan year 2024

ACK ID 20251013145439NAL0001562209001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jessee Heating & Air Conditioning from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jessee Heating & Air Conditioning's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JESSEE HEATING & AIR CONDITIONING.

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Plan health score

Top-tier plan health

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