Original filing (PDF)20251014123817NAL0001390147001

GENIE AIR CONDITIONING

Name: GENIE AIR CONDITIONING — GENIE AIR CONDITIONING & HEATING, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GENIE AIR CONDITIONING

Form 5500-SF

FILING_RECEIVED

GENIE AIR CONDITIONING & HEATING, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$742K

Net assets (EOY)

$742K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENIE AIR CONDITIONING.

Plan sponsor

Name

GENIE AIR CONDITIONING

EIN

95-3606858

Address

15041 CALVERT STRRET · VAN NUYS, CA · 91411

Phone

(818) 785-4151

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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