Original filing (PDF)20250519153229NAL0000858307001

J.B. SCHOENWALDER PLUMBING AND HTG, INC.

Name: J.B. SCHOENWALDER PLUMBING AND HTG, INC. — SCHOENWALDER PLUMBING, INC. 401K PLAN, Form 5500 (2024)
Creator: J.B. SCHOENWALDER PLUMBING AND HTG, INC.

Form 5500-SF

FILING_RECEIVED

SCHOENWALDER PLUMBING, INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 J.B. SCHOENWALDER PLUMBING AND HTG, INC..

Plan sponsor

Name

J.B. SCHOENWALDER PLUMBING AND HTG, INC.

EIN

39-0910018

Address

1720 DOLPHIN DR SUITE A · WAUKESHA, WI · 53186

Phone

(262) 542-7908

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

REJCO, INC. DBA THE JONES COMPAN

REJCO, INC. DBA THE JONES COMPANY 401K

$1.1M · 9 participants

THERMAL CONTROL HEATING AND AIR CONDITIONING, INC.

THERMAL CONTROL HEATING AND AIR CONDITIONING, INC. CASH BALANCE PLAN

$1.1M · 10 participants

NORTHEAST DISTRIBUTION LTD

NORTHEAST DISTRIBUTION LTD 401(K) PLAN

$1.1M · 16 participants

MOREX INC

MOREX INC 401K

$1.1M · 12 participants

METER VALVE & CONTROL, INC.

METER VALVE & CONTROL, INC. CASH BALANCE PENSION PLAN