Original filing (PDF)20250702161146NAL0013183025001

The Satterlee Plumbing, Heating and Air Conditioning Company

Name: The Satterlee Plumbing, Heating and Air Conditioning Company — Form 5500 Plan 001 (2024)
Creator: The Satterlee Plumbing, Heating and Air Conditioning Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Satterlee Plumbing, Heating & Air Conditioning, Co. 401(k) Plan

401(k) retirement plan · The Satterlee Plumbing, Heating and Air Conditioning Company's Satterlee Plumbing, Heating & Air Conditioning, Co. 401(k) Plan held $1.9M in plan assets for 107 participants in 2024.

Active participants

107

Accounts w/ balance

110

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

The Satterlee Plumbing, Heating and Air Conditioning Company's EIN is 43-1034257.

EIN 43-1034257

Plan number 001

Plan year 2024

ACK ID 20250702161146NAL0013183025001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Satterlee Plumbing, Heating and Air Conditioning Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Satterlee Plumbing, Heating and Air Conditioning Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SATTERLEE PLUMBING, HEATING AND AIR CONDITIONING COMPANY.

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off