Original filing (PDF)20250729141127NAL0007742514001

JOE KLOSTERMAN PLUMBING INC

Name: JOE KLOSTERMAN PLUMBING INC — JOE KLOSTERMAN PLUMBING INC SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: JOE KLOSTERMAN PLUMBING INC

Form 5500-SF

FILING_RECEIVED

JOE KLOSTERMAN PLUMBING INC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$463

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOE KLOSTERMAN PLUMBING INC.

Plan sponsor

Name

JOE KLOSTERMAN PLUMBING INC

EIN

31-1359148all filings

Address

4424 MONROE AVE · HOOVEN, OH · 45033

Phone

(513) 353-2956

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-04-01

Tax period

2024-12-31

Filed

2025-07-29

Welfare benefit codes

4A · Health (other than dental or vision)

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 providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

NFR PLUMBING SERVICES LLC

NFR PLUMBING SERVICES LLC 401(K) PLAN

$1K · 3 participants

WARD LUCAS LLC

WARD LUCAS LLC CBS BENEFIT PLAN

$1K · 3 participants

SUPERIOR HEATING AND AIR CONDITIONING

SUPERIOR HEATING AND AIR CONDITIONING 401(K) PLAN

$1K · 13 participants

AIR SERVICE OF WV, LTD. CO.

AIR SERVICE OF WEST VIRGINIA, LTD. CO. CBWV BENEFIT PLAN

$1K · 2 participants

RIE ENTERPRISES LLC

RIE ENTERPRISES RETIREMENT PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.