Original filing (PDF)20241203090021NAL0004801458001

J.T. MAURO CO., INC.

Name: J.T. MAURO CO., INC. — J.T. MAURO INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: J.T. MAURO CO., INC.

Form 5500-SF

FILING_RECEIVED

J.T. MAURO INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J.T. MAURO CO., INC..

Plan sponsor

Name

J.T. MAURO CO., INC.

EIN

16-1040853

Address

84 HUMBOLDT STREET · ROCHESTER, NY · 14609

Phone

(585) 482-4640

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-03-01

Tax period

2024-02-29

Filed

2024-12-03

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

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

ANSWER HEATING & COOLING, INC.

ANSWER HEATING & COOLING, INC. 401(K) PLAN

$5.7M · 39 participants

ALLIANCE INDUSTRIAL REFRIGERATION SERVICES, INC.

ALLIANCE INDUSTRIAL REFRIGERATION SERVICES, INC. 401(K) PROFIT SHARING PLAN

$5.7M · 66 participants

SELECT HEATING AND AIR CONDITIONING, INC.

SELECT HEATING AND AIR CONDITIONING, INC. 401K PROFIT SHARING PLAN

$5.7M · 71 participants

TRI-R MECHANICAL SERVICES, INC.

TRI-R MECHANICAL SERVICES, INC. PROFIT SHARING PLAN

$5.7M · 43 participants