Original filing (PDF)20251015164756NAL0002658899001

M & M GEARY BOILER, INC.

Name: M & M GEARY BOILER, INC. — M & M GEARY BOILER, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: M & M GEARY BOILER, INC.

Form 5500-SF

FILING_RECEIVED

M & M GEARY BOILER, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for M & M GEARY BOILER, INC..

Plan sponsor

Name

M & M GEARY BOILER, INC.

EIN

11-2781841

Address

121 ARCADIAN DR. · AMHERST, NY · 14228

Phone

(631) 424-8449

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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