Original filing (PDF)20250904123244NAL0010038435001

DONNIE BURNSIDE & SONS, LTD

Name: DONNIE BURNSIDE & SONS, LTD — DONNIE BURNSIDE & SONS, LTD 401(K) PLAN, Form 5500 (2024)
Creator: DONNIE BURNSIDE & SONS, LTD

Form 5500-SF

FILING_RECEIVED

DONNIE BURNSIDE & SONS, LTD 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 DONNIE BURNSIDE & SONS, LTD.

Plan sponsor

Name

DONNIE BURNSIDE & SONS, LTD

EIN

20-1553093

Address

209 WEST UNIVERSITY · MCKINNEY, TX · 75069

Phone

(972) 562-7789

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

2025-09-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

CAPITAL CONSTRUCTIONS SERVICES,

CAPITAL CONSTRUCTION SERVICES LLC 401(K) PLAN

$1.7M · 49 participants

SPEGAL PLUMBING, LLC

SPEGAL PLUMBING, LLC 401(K) PLAN

$1.7M · 103 participants

BROTHERS PLUMBING, INC.

BROTHERS PLUMBING, INC. 401(K) PROFIT SHARING PLAN

$1.7M · 10 participants

GV HEATING & AIR INC DBA GOLDEN VALLEY HEATING & AIR

GOLDEN VALLEY HEATING & AIR PSP BDA

$1.7M · 32 participants

BOAEN MECHANICAL CONTRACTOR, INC.

BOAEN MECHANICAL CONTRACTOR, INC. PROFIT SHARING PLAN AND TRUST