DFX Intelligence
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Company
A••••••• P••••••• A•• I•••
Last verified Jan 1, 2023
2 sources · 10 observations · 2 events
Scored not yet
This company left the observable Form 5500 record: no return on file for plan year 2023 under this EIN or a successor. Absence is observed; the cause is not, and a late filer can reappear in a later edition. It is not scored and not matched. Its history stays on this page.
Nothing material in the last 90 days. Last change: 1 Jan 2023, ••• Locked.
Dealability
n/a
not scored
Sponsor fit
n/a
not scored
Transition readiness
n/a
not scored
Urgency
n/a
not scored
Data confidence
n/a
not scored
Opportunity
n/a
ranking only
What is it
Industrial services (Hvac plumbing mechanical) employer in Phoenix, AZ, with 110 benefit plan participants on its latest filing, and a benefit plan in place since 2006. No website description has been captured yet.
Why does it fit
no components
Why now
no components
How large is it
No size estimate: no workforce proxy on file.
How certain are we
no components
What changed
Ownership and transition activity
How the four classes are defined- Jul 14, 2022announcedConfirmed transactionFactPlatform acquisitionconfidence 90%Platform acquisition by S••••• L••• P•••••••• L••DFX analyst research (General-assisted, every claim URL-cited) capricecapital.com · last verified Sep 12, 2026
- Jan 1, 2022plan year 2022Company transitionFactFinal filing, then absentconfidence 95%Final Form 5500 for 1 plan; no return on record the following plan year under this EIN or a successorBuyer: S••••• L••• P••••••• ••••••••• s••••••• w••• C•••••• C•••••• P••••••• f••••••••DOL EFAST2 Form 5500 datasets prnewswire.com · last verified Sep 12, 2026
Announced transactions
- Jul 14, 2022Platform acquisitionconfidence 90%C•••••• C•••••• P••••••• · Capital providerC•••••• C•••••• P••••••• · Equity provider
••• Locked
DFX analyst research (General-assisted, every claim URL-cited) capricecapital.com
- Every dated event
- Jan 1, 2023Left the Form 5500 recordFactCompany transition••• LockedDOL EFAST2 Form 5500 datasets efast.dol.gov
- Jan 1, 2022Final benefit plan filingFactTransaction preparation••• LockedDOL EFAST2 Form 5500 datasets efast.dol.gov
Decision makers
No named leader on the record yet: the company's site did not list one where we read it.
Profile
- Founded
- benefit plan since Jan 1, 2006 (age floor 20 years)
- Ownership
- not observed
- Plans on file
- 1
What is the evidenceAbout the evidenceEvery observation on the tape for this company. Facts come from a named source; inferences and estimates are DFX's and say so.
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 81 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Hq location | Phoenix, AZ | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Naics code | 238220 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 1 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | 2006-01-01 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 110 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Record status | departed | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | HVAC plumbing mechanical | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Vertical | Industrial services | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Website | ••• Locked | Fact | 2022-07-14 | DFX analyst research (General-assisted, every claim URL-cited) | ••• Locked |