Original filing (PDF)20250806142313NAL0003911456001

JACK BERLETH & SONS, INC.

Name: JACK BERLETH & SONS, INC. — JACK BERLETH & SONS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JACK BERLETH & SONS, INC.

Form 5500-SF

FILING_RECEIVED

JACK BERLETH & SONS, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$904K

Net assets (EOY)

$904K

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACK BERLETH & SONS, INC..

Plan sponsor

Name

JACK BERLETH & SONS, INC.

EIN

11-1968731

Address

164 NEW YORK AVENUE · HALESITE, NY · 11743

Phone

(631) 427-4370

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Name

JACK BERLETH & SONS, INC.

EIN

11-1968731

City

HALESITE, NY

Phone

(631) 427-4370

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-08-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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