Original filing (PDF)20231128141222NAL0007850625001

GRAY MECHANICAL

Name: GRAY MECHANICAL — GRAY MECHANICAL SOCA BENEFIT PLAN, Form 5500 (2022)
Creator: GRAY MECHANICAL

Form 5500-SF

FILING_RECEIVED

GRAY MECHANICAL SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$261

Net assets (EOY)

$65

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 GRAY MECHANICAL.

Plan sponsor

Name

GRAY MECHANICAL

EIN

34-0218040

Address

5038 GILBERT RD · CENTERBURG, OH · 43011

Phone

(440) 477-5888

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

2022

Plan year begin

2022-05-01

Tax period

2023-04-30

Filed

2023-11-28

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

CORNERSTONE COMFORT SOLUTIONS

CORNERSTONE COMFORT SOLUTIONS CBIN BENEFIT PLAN

$257 · 3 participants

MIDWEST LSV CONSTRUCTION CORP

MIDWEST LSV CONSTRUCTION CORP 401(K) PLAN AND TRUST

$267 · 1 participants

PEACOCK FLOORING

PEACOCK FLOORING 401(K) PLAN

$255 · 4 participants

GASKINS HEATING & AIR CONDITIONING, INC

GASKINS HEATING & AIR CONDITIONING, INC CBS BENEFIT PLAN

$268 · 1 participants

QUALITY CRAFT JAX LLC

QUALITY CRAFT JAX LLC 401K PLAN