Original filing (PDF)20250527083646NAL0010283232001

PENN WYNNE PLUMBING & HEATING, LLC

Name: PENN WYNNE PLUMBING & HEATING, LLC — PENN WYNNE PLUMBING & HEATING, LLC 401K PLAN, Form 5500 (2024)
Creator: PENN WYNNE PLUMBING & HEATING, LLC

Form 5500-SF

FILING_RECEIVED

PENN WYNNE PLUMBING & HEATING, LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$864K

Net assets (EOY)

$864K

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 PENN WYNNE PLUMBING & HEATING, LLC.

Plan sponsor

Name

PENN WYNNE PLUMBING & HEATING, LLC

EIN

46-4618318

Address

104 DEERFIELD AVENUE · BROOMALL, PA · 19008

Phone

(610) 359-9590

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

2025-05-27

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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 Plumbing, Heating, AC Contractors plans

MATT MERTZ PLUMBING, INC.

MATT MERTZ PLUMBING, INC. DEFINED BENEFIT PENSION PLAN

$863K · 4 participants

BOTTOM LINE UTILITY SOLUTIONS, INC.

BOTTOM LINE UTILITY SOLUTIONS401K

$863K · 39 participants

D.R. HANSEN PLUMBING, LLC

D.R. HANSEN PLUMBING 401(K) PLAN

$863K · 14 participants

GLOBAL HEATING & AIR CONDITIONING, INC.

GLOBAL HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN

$863K · 7 participants

P & S REFRIGERATION, LLC

P & S REFRIGERATION, LLC 401K PS PLAN