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Original filing (PDF)20240621074413NAL0003270080001
SUMMERS PLUMBING, HEATING & COOLING
Form 5500-SF
FILING_RECEIVED
SUMMERS PLUMBING, HEATING & COOLING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
57
Accounts w/ balance
33
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 58% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMERS PLUMBING, HEATING & COOLING.
Plan sponsor
Name
SUMMERS PLUMBING, HEATING & COOLING
EIN
26-2274377
Address
121 S HARRISON STREET · GREENFIELD, IN · 46140
Phone
(371) 462-4328
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
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 providersRelated plans
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