Original filing (PDF)20250930125950NAL0012275649001

JIM FREETHY EXCAVATING INC

Name: JIM FREETHY EXCAVATING INC — JIM FREETHY EXCAVATING INC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JIM FREETHY EXCAVATING INC

Form 5500-SF

FILING_RECEIVED

JIM FREETHY EXCAVATING INC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$615K

Net assets (EOY)

$615K

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 JIM FREETHY EXCAVATING INC.

Plan sponsor

Name

JIM FREETHY EXCAVATING INC

EIN

16-1780784

Address

122 LA QUESTA DRIVE · DANVILLE, CA · 94526

Phone

(925) 855-1440

Industry

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

2025-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size Construction plans

CUSTOMER ENERGY CONTROL INC

CUSTOM ENERGY CONTROL INC

$615K · 6 participants

UFS OF CO LLC

UFS OF CO LLC 401(K) PROFIT SHARING PLAN & TRUST

$615K · 3 participants

MILLER CABINET COMPANY, LTD.

MILLER CABINET COMPANY 401(K) PLAN

$616K · 23 participants

HALSTEAD PUMP, INC.

HALSTEAD PUMP, INC. 401(K) PROFIT SHARING PLAN & TRUST

$615K · 6 participants

G.J. GENTRY GENERAL ENGINEERING, INC.

THE CONTRACTORS RETIREMENT PLAN

$616K · 29 participants