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SIGNAL HEATING & AIR CONDITIONING — SIGNAL HEARING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250110152352NAL0014163297001
SIGNAL HEATING & AIR CONDITIONING
Form 5500-SF
FILING_RECEIVED
SIGNAL HEARING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
66
Accounts w/ balance
18
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
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
SIGNAL HEATING & AIR CONDITIONING
.
Find decision makers
Plan sponsor
Name
SIGNAL HEATING & AIR CONDITIONING
EIN
94-3148315
Address
111 LINDBERGH AVENUE, SUITE C · LIVERMORE, CA · 94551
Phone
(925) 371-0122
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-01-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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65
Knocking points off
Only 27% 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.
HENNER TANK LINES INC
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