Original filing (PDF)20250820173949NAL0006049456001

NAGEL-LAVIN, INC.

Name: NAGEL-LAVIN, INC. — NAGEL-LAVIN, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: NAGEL-LAVIN, INC.

Form 5500-SF

FILING_RECEIVED

NAGEL-LAVIN, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 NAGEL-LAVIN, INC..

Plan sponsor

Name

NAGEL-LAVIN, INC.

EIN

23-1713459

Address

6198 BUTLER PIKE · SUITE 110 · BLUE BELL, PA · 19422

Phone

(215) 669-8393

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-08-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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