Original filing (PDF)20241008114257NAL0017486081001

JIM MCDONALD & SONS HEATING AND COOLING, INC.

Name: JIM MCDONALD & SONS HEATING AND COOLING, INC. — JIM MCDONALD & SONS 401(K) PLAN, Form 5500 (2023)
Creator: JIM MCDONALD & SONS HEATING AND COOLING, INC.

Form 5500-SF

FILING_RECEIVED

JIM MCDONALD & SONS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 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

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JIM MCDONALD & SONS HEATING AND COOLING, INC..

Plan sponsor

Name

JIM MCDONALD & SONS HEATING AND COOLING, INC.

EIN

20-0217000

Address

2100 51ST STREET · SARASOTA, FL · 34234

Phone

(941) 360-9898

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

62-1874769

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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