Original filing (PDF)20250623141842NAL0006467889007

HENICK-LANE, INC.

Name: HENICK-LANE, INC. — HENICK-LANE, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: HENICK-LANE, INC.

Form 5500

FILING_RECEIVED

HENICK-LANE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

Late filing · 31.2 mo98% in single holding98% employer stock

Active participants

Accounts w/ balance

247

Plan assets (EOY)

$5.2M

Net assets (EOY)

-$11.7M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HENICK-LANE, INC..

Plan sponsor

Name

HENICK-LANE, INC.

EIN

11-2028211

Address

45-39 DAVIS STREET · LONG ISLAND CITY, NY · 11101

Phone

(718) 786-7277

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-12-31

Filed

2025-06-23

Pension benefit codes

2P · Leveraged ESOP

Audit & trust (Schedule H)

Auditor

GRASSI & CO., CPAS, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $5.2M(100% of reported assets)

Common Stocks

$5.1M

1 holding

Uncategorized

$124K

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	* Henick Lane, Inc. Common Stock	Common Stocks	—	$27.5M	$5.1M	97.6%
	CASH * Henick Lane, Inc. Cash	—	—	$124K	$124K	2.4%

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