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SMITH SONS PLUMBING & HEATING — Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20250325142651NAL0014396865001
SMITH SONS PLUMBING & HEATING
Form 5500-SF
FILING_RECEIVED
SMITH SONS PLUMBING & HEATING
401(k) retirement plan
Signals · 1
Late filing · 16.3 mo
Active participants
5
Accounts w/ balance
3
Plan assets (EOY)
$314K
Net assets (EOY)
$314K
Plan health score (directional)
78
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
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
SMITH SONS PLUMBING & HEATING
.
Find decision makers
Plan sponsor
Name
SMITH SONS PLUMBING & HEATING
EIN
04-3003499
Address
230 ELM ST · NORTH READING, MA · 018642528
Phone
(978) 664-2250
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2025-03-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 16.3 months past the 10.5-month grace window.
60% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
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Trustee phone
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