Original filing (PDF)20250910005450NAL0043606626001

BTU MANAGEMENT INC. PSP

Name: BTU MANAGEMENT INC. PSP — BTU MNGMT, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BTU MANAGEMENT INC. PSP

Form 5500-SF

FILING_RECEIVED

BTU MNGMT, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

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 BTU MANAGEMENT INC. PSP.

Plan sponsor

Name

BTU MANAGEMENT INC. PSP

EIN

39-1643157

Address

534 LA CROSSE ST · MAUSTON, WI · 539481729

Phone

(608) 847-4600

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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