Thermal Equipment Sales, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Thermal Equipment Sales, INC.
  • Sponsor EIN: 610595278
  • Sponsor Address: 680 BIZZELL DRIVE, LEXINGTON, KY, 40510
  • Plan Type: 401(k)
  • Total Participants: 53
  • Total Assets: $8.0M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202453$8.0M$78,467$488,643
202342$7.3M$110,480$418,496
202237$6.0M$67,183$297,300

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