Original filing (PDF)20250925093641NAL0009020560001

MONGIOVI & SON ENTERPRISES, INC.

Name: MONGIOVI & SON ENTERPRISES, INC. — MONGIOVI & SON ENTERPRISE INC. PROFIT SHARING 401K PLAN, Form 5500 (2024)
Creator: MONGIOVI & SON ENTERPRISES, INC.

Form 5500-SF

FILING_RECEIVED

MONGIOVI & SON ENTERPRISE INC. PROFIT SHARING 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 MONGIOVI & SON ENTERPRISES, INC..

Plan sponsor

Name

MONGIOVI & SON ENTERPRISES, INC.

EIN

25-1824554

Address

190 BILMAR DR. SUITE 100 · PITTSBURGH, PA · 15205

Phone

(412) 922-6700

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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