Original filing (PDF)20251007112754NAL0007808176001

SPARROW & SONS PLUMBING & HEATING CO., INC.

Name: SPARROW & SONS PLUMBING & HEATING CO., INC. — SPARROW & SONS PLUMBING & HEATING CO., INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: SPARROW & SONS PLUMBING & HEATING CO., INC.

Form 5500-SF

FILING_RECEIVED

SPARROW & SONS PLUMBING & HEATING CO., INC. PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 SPARROW & SONS PLUMBING & HEATING CO., INC..

Plan sponsor

Name

SPARROW & SONS PLUMBING & HEATING CO., INC.

EIN

56-0714178

Address

305 WEAVER ST · CARRBORO, NC · 27510

Phone

(919) 942-5171

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

2025-10-07

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

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

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

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

EARL J WEIL & SON INC

EARL J WEIL & SON PLUMBING SER 401K PROFIT SHARING PLAN AND TRUST

$1.1M · 4 participants

JENSEN PLUMBING HEATING & AIR INC.

JENSEN PLUMBING & HEATING INC. SAVINGS AND RETIREMENT PLAN

$1.1M · 18 participants

SAB MECHANCIAL, LLC

SAB MECHANICAL, LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.1M · 1 participants

SEAN BEYEL PLUMBING & HEATING, INC.

SEAN BEYEL PLUMBING & HEATING, INC. 401K PROFIT SHARING PLAN

$1.1M · 4 participants

AMERICAN UNDERGROUND SUPPLY, LLC