· 2022–2024 · DOL EFAST2

AUSTIN BROWN COMPANY, INC. — AUSTIN BROWN COMPANY, INC. CASH BALANCE PENSION PLAN AND TRUST, Form 5500 (2024)

Original filing (PDF)20250602092217NAL0009396257001

AUSTIN BROWN COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

AUSTIN BROWN COMPANY, INC. CASH BALANCE PENSION PLAN AND TRUST

Defined-benefit pension plan

Active participants

5

Accounts w/ balance

—

Plan assets (EOY)

$680K

Net assets (EOY)

$680K

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

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 AUSTIN BROWN COMPANY, INC..

Plan sponsor

Name

AUSTIN BROWN COMPANY, INC.

EIN

35-1378650

Address

300 READING ROAD · MASON, OH · 45040

Phone

(513) 492-7933

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-02

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

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 Construction plans

ROOFING CONCEPTS UNLIMITED FL

ROOFING CONCEPTS UNLIMITED / FL PROFIT SHARING & 401(K) PLAN

$680K · 21 participants

IDAHO ROOFING CONTRACTORS, INC.

IRC 401(K) PLAN

$680K · 25 participants

GEM INTERIORS, INC.

GEM INTERIORS, INC. 401(K) PROFIT SHARING PLAN

$680K · 7 participants

BLUEBIRD CONSTRUCTION, LLC

BLUEBIRD NEST EGG PLAN

$680K · 46 participants

4-F STRUCTURAL CONCRETE & MASONRY, LLC

4-F STRUCTURAL CONCRETE & MASONRY, LLC 401(K) PROFIT SHARING PLAN

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