How big is Stephens Plumbing and Heating, Inc.'s plan?

Stephens Plumbing and Heating, Inc.'s plan reported $6.7M in assets and 28 participants for 2024.

Original filing (PDF)20250811122725NAL0007211409001

Stephens Plumbing and Heating, Inc.

Name: Stephens Plumbing and Heating, Inc. — Stephens, Form 5500 (2024)
Creator: Stephens Plumbing and Heating, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephens Plumbing and Heating, Inc. Employees' 401(k) Profit Sharing Plan

401(k) retirement plan · Stephens Plumbing and Heating, Inc.'s Stephens Plumbing and Heating, Inc. Employees' 401(k) Profit Sharing Plan held $6.7M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

Plan identifiers

Stephens Plumbing and Heating, Inc.'s EIN is 36-2784029.

EIN 36-2784029

Plan number 001

Plan year 2024

ACK ID 20250811122725NAL0007211409001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephens Plumbing and Heating, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephens Plumbing and Heating, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score