Original filing (PDF)20250527151321NAL0017359522001

J.R. SWANSON PLUMBING CO., INC.

Name: J.R. SWANSON PLUMBING CO., INC. — J. R. SWANSON PLUMBING CO., INC. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: J.R. SWANSON PLUMBING CO., INC.

Form 5500-SF

FILING_RECEIVED

J. R. SWANSON PLUMBING CO., INC. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$918K

Net assets (EOY)

$918K

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 J.R. SWANSON PLUMBING CO., INC..

Plan sponsor

Name

J.R. SWANSON PLUMBING CO., INC.

EIN

22-3749175

Address

413 103RD ST. · NIAGARA FALLS, NY · 143043265

Phone

(716) 283-3802

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

J.R. SWANSON PLUMBING CO., INC.

EIN

22-3749175

City

NIAGARA FALLS, NY

Phone

(716) 283-3802

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-27

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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