Original filing (PDF)20250714104716NAL0002432770001

B & D PLUMBING & HEATING, INC

Name: B & D PLUMBING & HEATING, INC — B & D PLUMBING & HEATING 401(K) PLAN, Form 5500 (2024)
Creator: B & D PLUMBING & HEATING, INC

Form 5500-SF

FILING_RECEIVED

B & D PLUMBING & HEATING 401(K) 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 B & D PLUMBING & HEATING, INC.

Plan sponsor

Name

B & D PLUMBING & HEATING, INC

EIN

39-6222744

Address

147201 WHIPPOORWILL ROAD · WAUSAU, WI · 54401

Phone

(715) 848-9339

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

2025-07-14

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

KNECHT'S PLUMBING & HEATING, INC.

KNECHT'S PLUMBING & HEATING, INC. 401(K) PROFIT SHARING PLAN

$1.1M · 18 participants

HMAC HEATING AND COOLING, INC.

HMAC 401(K) PLAN

$1.1M · 10 participants

TRI-VALLEY MECHANICAL INC

TRI-VALLEY MECHANICAL INC, 401K PLAN

$1.1M · 135 participants

R. BILLINGS PLUMBING & HEATING, LLC

R. BILLINGS PLUMBING & HEATING, LLC 401(K) PROFIT SHARING PLAN

$1.1M · 4 participants

FARNELL HEATING & AIR CONDITIONING, INC.

FARNELL HEATING & AIR CONDITIONING RETIREMENT PLAN