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CHARLES M. MORAN PLUMBING & HEATING, INC. — CHARLES M. MORAN PLUMBING & HEATING, INC. PROFIT SHARING RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250417081636NAL0001724930001
CHARLES M. MORAN PLUMBING & HEATING, INC.
Form 5500-SF
FILING_RECEIVED
CHARLES M. MORAN PLUMBING & HEATING, INC. PROFIT SHARING RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
24
Accounts w/ balance
38
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CHARLES M. MORAN PLUMBING & HEATING, INC.
.
Find decision makers
Plan sponsor
Name
CHARLES M. MORAN PLUMBING & HEATING, INC.
EIN
04-2723821
Address
54 ALLEN ST · CLINTON, MA · 015101102
Phone
(978) 368-0355
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Name
CHARLES M. MORAN PLUMBING & HEATING, INC.
EIN
04-2723821
City
CLINTON, MA
Phone
(978) 368-0355
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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