Original filing (PDF)20250923194550NAL0015633746001

KEITH SOUTER PLUMBING INC DBA CAL COAST PLUMBING

Name: KEITH SOUTER PLUMBING INC DBA CAL COAST PLUMBING — CAL COAST PLUMBING DEFINED BENEFIT PLAN AND TRUST, Form 5500 (2023)
Creator: KEITH SOUTER PLUMBING INC DBA CAL COAST PLUMBING

Form 5500-SF

FILING_RECEIVED

CAL COAST PLUMBING DEFINED BENEFIT PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEITH SOUTER PLUMBING INC DBA CAL COAST PLUMBING.

Plan sponsor

Name

KEITH SOUTER PLUMBING INC DBA CAL COAST PLUMBING

EIN

20-8203630

Address

1508 OCEAN AVE · SEAL BEACH, CA · 907406547

Phone

(714) 606-2629

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-31

Tax period

2024-12-30

Filed

2025-09-23

Pension benefit codes

1A · Pay-related DB formula

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

1I · Frozen plan — no new benefit accrual

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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