Original filing (PDF)20251208120848NAL0001600691001

TOBEY KARG SERVICE AGENCY, INC.

Name: TOBEY KARG SERVICE AGENCY, INC. — TOBEY KARG SERVICE AGENCY, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: TOBEY KARG SERVICE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

TOBEY KARG SERVICE AGENCY, INC. PROFIT SHARING PLAN

401(k) retirement 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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOBEY KARG SERVICE AGENCY, INC..

Plan sponsor

Name

TOBEY KARG SERVICE AGENCY, INC.

EIN

25-1089937

Address

431 JANE STREET · CARNEGIE, PA · 15106

Phone

(412) 787-3899

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-12-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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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