Original filing (PDF)20250508114810NAL0026862498001

PLUMBING AND HEATING WHOLESALE, INC.

Name: PLUMBING AND HEATING WHOLESALE, INC. — PLUMBING AND HEATING WHOLESALE, INC. EMPLOYEES 401 K PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: PLUMBING AND HEATING WHOLESALE, INC.

Form 5500-SF

FILING_RECEIVED

PLUMBING AND HEATING WHOLESALE, INC. EMPLOYEES 401 K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

102

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUMBING AND HEATING WHOLESALE, INC..

Plan sponsor

Name

PLUMBING AND HEATING WHOLESALE, INC.

EIN

42-1106526

Address

1410 N MAIN AVE · SIOUX CENTER, IA · 51250

Phone

(712) 722-4628

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-05-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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