Best Heating & Air Conditioning Company 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Best Heating & Air Conditioning Company
  • Sponsor EIN: 521537460
  • Sponsor Address: 4959 NEW DESIGN ROAD, SUITE 118, FREDERICK, MD, 217035501
  • Plan Type: 401(k)
  • Total Participants: 9
  • Total Assets: $725,244

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20249$725,244$50,000$15,073
20239$725,244$50,000$15,073
202214$504,054$50,000$16,216

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