· 2022–2024 · DOL EFAST2

A&J MECHANICAL CONTRACTORS, INC. — A&J MECHANICAL CONTRACTORS, INC. CASH BALANCE PENSION PLAN, Form 5500 (2023)

Original filing (PDF)20240926075047NAL0000201155001

A&J MECHANICAL CONTRACTORS, INC.

Form 5500-SF

FILING_RECEIVED

A&J MECHANICAL CONTRACTORS, INC. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

0

Accounts w/ balance

—

Plan assets (EOY)

$0

Net assets (EOY)

$0

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

75

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

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 A&J MECHANICAL CONTRACTORS, INC..

Plan sponsor

Name

A&J MECHANICAL CONTRACTORS, INC.

EIN

39-1699974all filings

Address

820 CORONIS WAY · GREEN BAY, WI · 54304

Phone

(920) 662-9921

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-06-25

Filed

2024-09-26

Pension benefit codes

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

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

1H · PBGC-terminated and closed out

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 Plumbing, Heating, AC Contractors plans

MOON VALLEY PLUMBING & ROOTER

MOON VALLEY PLUMBING & ROOTER 401(K) PROFIT SHARING PLAN & TRUST

COOLING SOLUTIONS, LLC

COOLING SOLUTIONS, LLC 401K PLAN

MONROE PLUMBING AND HEATING COMPANY INC

MONROE PLUMBING AND HEATING COMPANY INC MEDOVA LIFESTYLE HEALTH PLAN

WEATHER CHANGERS

WEATHER CHANGERS CENTER LLC 401K

GENESIS PLUMBING ENTERPRISES, LLC

GENESIS PLUMBING 401(K) & RETIREMENT PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.