Original filing (PDF)20250918091028NAL0001166337001

WELLER'S PLUMBING & HEATING

Name: WELLER'S PLUMBING & HEATING — WELLER'S PLUMBING & HEATING, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WELLER'S PLUMBING & HEATING

Form 5500-SF

FILING_RECEIVED

WELLER'S PLUMBING & HEATING, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 WELLER'S PLUMBING & HEATING.

Plan sponsor

Name

WELLER'S PLUMBING & HEATING

EIN

31-1040553

Address

429 SOUTH WASHINGTON STREET · GREENFIELD, OH · 45123

Phone

(937) 981-7737

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-09-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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