Original filing (PDF)20250520135320NAL0001369251001

PHIL AND PAULS PLUMBING, INC.

Name: PHIL AND PAULS PLUMBING, INC. — PHIL AND PAUL'S PLUMBING, INC. 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: PHIL AND PAULS PLUMBING, INC.

Form 5500-SF

FILING_RECEIVED

PHIL AND PAUL'S PLUMBING, INC. 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$667K

Net assets (EOY)

$667K

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 PHIL AND PAULS PLUMBING, INC..

Plan sponsor

Name

PHIL AND PAULS PLUMBING, INC.

EIN

46-4498261

Address

4897 EAST CLARKSDALE ROAD · ACAMPO, CA · 95220

Phone

(209) 366-2319

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

2025-05-20

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

DIMAGGIO PLUMBING & HEATING INC.

DIMAGGIO PLUMBING & HEATING INC. RETIREMENT PLAN

$667K · 8 participants

JCOR MECHANICAL, INC.

JCOR MECHANICAL, INC. RETIREMENT PLAN

$667K · 4 participants

LINCOLN HEATING & AIR CONDITIONING

LINCOLN HEATING & AIR 401K PLAN

$668K · 26 participants

BISSONNET MECHANICAL WORKS, INC.

BISSONNET MECHANICAL WORKS, INC. DEFINED BENEFIT PENSION PLAN

$667K · 2 participants

MANNING-SEIVERT MECHANICAL CONTRACTORS,INC.