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Pat S Heating & A/c 401(k) Plan
Pat's Heating & Air Conditioning, Inc., Oconomowoc WI. Employer ID 391638439, plan number 001. Annual reports on file for 2009 to 2024.
Where the money went
- Filed 2009-2024Pat S Heating & A/c 401(k) Plan, Pat's Heating & Air Conditioning, Inc.
- 2024Assets transferred to Heartland Home Services, Inc. 401(k) Plan
- TodayHeartland Home Services, Inc. 401(k) Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.
Records are kept by Fidelity Investments Institutional, per the 2025 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2024: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2024: The employer decided to close the plan.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2013 | 13 | — | Filing |
| 2014 | 15 | — | Filing |
| 2015 | 16 | — | Filing |
| 2016 | 17 | — | Filing |
| 2017 | 17 | — | Filing |
| 2018 | 18 | — | Filing |
| 2019 | 20 | — | Filing |
| 2020 | 22 | — | Filing |
| 2021 | 24 | — | Filing |
| 2022 | 24 | — | Filing |
| 2023 | 27 | — | Filing |
| 2024 | 0 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.