Original filing (PDF)20250613112435NAL0030006464001

ZIMMERMAN PLUMBING, INC.

Name: ZIMMERMAN PLUMBING, INC. — ZIMMERMAN PLUMBING, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ZIMMERMAN PLUMBING, INC.

Form 5500-SF

FILING_RECEIVED

ZIMMERMAN PLUMBING, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

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 ZIMMERMAN PLUMBING, INC..

Plan sponsor

Name

ZIMMERMAN PLUMBING, INC.

EIN

39-1194301

Address

303 E. ALBERT STREET · PORTAGE, WI · 539010117

Phone

(608) 742-3222

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-03-01

Tax period

2025-02-28

Filed

2025-06-13

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 Plumbing, Heating, AC Contractors plans

MCDOWELL & ASSOCIATES

MCDOWELL & ASSOCIATES 401(K) PLAN & TRUST

$10.2M · 61 participants

BUILDING CONTROLS & SERVICES, INC.

BUILDING CONTROLS & SERVICES, INC. 401(K) PROFIT SHARING PLAN

$10.2M · 144 participants

ART PLUMBING COMPANY

ART PLUMBING COMPANY 401(K) PROFIT SHARING PLAN

$10.2M · 59 participants

CRAWFORD HEATING AND COOLING, INC.

CRAWFORD HEATING & COOLING, INC. PROFIT SHARING PLAN

$10.2M · 153 participants

BOARD OF TRUSTEES U.A. LOCAL NO. 355 HEALTH AND WELFARE TRUST FUND