Retirement plan

SOUTHERN COMFORT HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN

Name: SOUTHERN COMFORT HEATING & AIR CONDITIONING, INC - SOUTHERN COMFORT HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: SOUTHERN COMFORT HEATING & AIR CONDITIONING, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTHERN COMFORT HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN, SOUTHERN COMFORT HEATING & AIR CONDITIONING, INC

SOUTHERN COMFORT HEATING & AIR CONDITIONING, INCEIN 56-2461791Plan #001PY 2025

294 COTHRAN ROAD - DAWSONVILLE, GA 30534706-216-8238southerncomfortcoolingandheating.comLinkedIn1-10 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$532K

+37.5% from 2024

Total participants

0.0% from 2024

Average account balance

$88,651

-54.2% from 2024

Annual return

17.62%

+4.16 pp from 2024

Benchmarks

See 44,465 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort44,465 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$532K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$89K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.62%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$88,651

$111,535-20.5%

$105,223-15.8%

$137,256-35.4%

Participation rate

100.0%

78.1%+21.9pp

75.0%+25.0pp

80.0%+20.0pp

Annual return

17.62%

237.85%-220.2pp

180.65%-163.0pp

220.34%-202.7pp

Employer contribution / active EE

$14,641

$3,939+271.7%

$3,689+296.9%

$4,156+252.3%

Participant deferral / active EE

$4,592

$5,500-16.5%

$5,072-9.5%

$6,407-28.3%

Admin fee / account holder

$9,721-100.0%

$8,859-100.0%

$12,270-100.0%

SOUTHERN COMFORT HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SOUTHERN COMFORT HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion