Original filing (PDF)20250716103254NAL0001874899001

PETERSEN PLUMBING & HEATING CO.

Name: PETERSEN PLUMBING & HEATING CO. — PETERSEN PLUMBING & HEATING CO. 401(K) SAFE HARBOR PLAN, Form 5500 (2024)
Creator: PETERSEN PLUMBING & HEATING CO.

Form 5500-SF

FILING_RECEIVED

PETERSEN PLUMBING & HEATING CO. 401(K) SAFE HARBOR PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 PETERSEN PLUMBING & HEATING CO..

Plan sponsor

Name

PETERSEN PLUMBING & HEATING CO.

EIN

42-0863843

Address

9003 NORTHWEST BLVD · DAVENPORT, IA · 528066426

Phone

(563) 326-1658

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

2025-07-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size Wholesale Trade plans

HVAC PREMIUM LLC

HVAC PREMIUM LLC CASH BALANCE PLAN

$1.2M · 4 participants

MID SOUTH EQUIPMENT SALES AND SERVICE LLC

MID SOUTH EQUIPMENT SALES & SERVICE 401(K)

$1.2M · 22 participants

RONCO INDUSTRIAL SUPPLY CO., INC.

RONCO INDUSTRIAL SUPPLY CO., INC. 401(K) PLAN AND TRUST

$1.2M · 15 participants

MURRAY SUPPLY CORP.

MURRAY SUPPLY CORP. 401(K) PROFIT SHARING PLAN

$1.2M · 10 participants

PLUMB SUPPLY COMPANY, LLC

PLUMB SUPPLY COMPANY 401(K) RETIREMENT PLAN