Original filing (PDF)20250924083958NAL0016678418001

BOB WOLFER PLUMBING

Name: BOB WOLFER PLUMBING — BOB WOLFER PLUMBING 401K PS PLAN, Form 5500 (2023)
Creator: BOB WOLFER PLUMBING

Form 5500-SF

FILING_RECEIVED

BOB WOLFER PLUMBING 401K PS PLAN

401(k) retirement plan

Signals · 1

Late filing · 1.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$194K

Net assets (EOY)

$194K

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOB WOLFER PLUMBING.

Plan sponsor

Name

BOB WOLFER PLUMBING

EIN

31-1019356

Address

4440 STATE ROUTE 132 · BATAVIA, OH · 45103

Phone

(513) 460-6984

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-09-24

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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