Original filing (PDF)20250723120642NAL0004402976001

P.F. BEAL & SONS, INC.

Name: P.F. BEAL & SONS, INC. — P.F. BEAL AND SONS, INC. 401K PLAN & TRUST, Form 5500 (2024)
Creator: P.F. BEAL & SONS, INC.

Form 5500-SF

FILING_RECEIVED

P.F. BEAL AND SONS, INC. 401K PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 P.F. BEAL & SONS, INC..

Plan sponsor

Name

P.F. BEAL & SONS, INC.

EIN

14-1315213

Address

4 PUTNAM AVENUE · BREWSTER, NY · 10509

Phone

(845) 279-2460

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

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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