Original filing (PDF)20250603075101NAL0007090275001

TOP NOTCH SHEET METAL LLC

Name: TOP NOTCH SHEET METAL LLC — TOP NOTCH SHEET METAL LLC CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: TOP NOTCH SHEET METAL LLC

Form 5500-SF

FILING_RECEIVED

TOP NOTCH SHEET METAL LLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 TOP NOTCH SHEET METAL LLC.

Plan sponsor

Name

TOP NOTCH SHEET METAL LLC

EIN

20-2137800

Address

13359 POOLE RD · VERONA, KY · 41092

Phone

(513) 509-2561

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-03

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

GATOR BORING AND TRENCHING, INC.

GATOR BORING AND TRENCHING, INC. 401(K) PLAN

$1.5M · 19 participants

UNIVERSAL PIPELINE AND PAVING CORP.

UNIVERSAL PIPELINE AND PAVING CORP. 401(K) PROFIT SHARING PLAN

$1.5M · 5 participants

MILLS BUILDERS, INC.

MILLS BUILDERS, INC. EMPLOYEE RETIREMENT PLAN

$1.5M · 5 participants

ADVANCED DOORWAYS

ADVANCED DOORWAYS 401(K) PROFIT SHARING PLAN

$1.5M · 9 participants

AFI GLASS & ARCHITECTURAL METAL, INC.

AFI GLASS & ARCHITECTURAL METAL, INC. 401(K) PLAN