Original filing (PDF)20250611093825NAL0013852819001

SCOTT-LEE HEATING CO.

Name: SCOTT-LEE HEATING CO. — SCOTT-LEE HEATING 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: SCOTT-LEE HEATING CO.

Form 5500-SF

FILING_RECEIVED

SCOTT-LEE HEATING 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

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 SCOTT-LEE HEATING CO..

Plan sponsor

Name

SCOTT-LEE HEATING CO.

EIN

43-1129701

Address

11010 GRAVOIS INDUSTRIAL CT · SAINT LOUIS, MO · 631282013

Phone

(314) 756-9444

Industry

Other Services (ex. Public Admin)see 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

2025-06-11

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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