How big is Joiner Sheet Metal & Roofing, Inc.'s plan?

Joiner Sheet Metal & Roofing, Inc.'s plan reported $406K in assets and 5 participants for 2025.

Original filing (PDF)20260519130836NAL0001349920001

Joiner Sheet Metal & Roofing, Inc.

Name: Joiner Sheet Metal & Roofing, Inc. — CBAI 401(k), Form 5500 (2025)
Creator: Joiner Sheet Metal & Roofing, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CBAI 401(k) Multiple Employer Plan AS Adopted by Joiner Sheet Metal & Roofing, Inc.

401(k) retirement plan · Joiner Sheet Metal & Roofing, Inc.'s CBAI 401(k) Multiple Employer Plan AS Adopted by Joiner Sheet Metal & Roofing, Inc. held $406K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$406K

Net assets (EOY)

$406K

People on this filing

Steven Thomas signed Joiner Sheet Metal & Roofing, Inc.'s 2025 Form 5500 as plan administrator.

Steven Thomas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Joiner Sheet Metal & Roofing, Inc.'s EIN is 20-3948133.

EIN 20-3948133

Plan number 001

Plan year 2025

ACK ID 20260519130836NAL0001349920001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Joiner Sheet Metal & Roofing, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Joiner Sheet Metal & Roofing, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOINER SHEET METAL & ROOFING, INC.

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Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score