Original filing (PDF)20250820084926NAL0003058705001

SOUTHEASTERN PLUMBING AND HEATING, INC.

Name: SOUTHEASTERN PLUMBING AND HEATING, INC. — SOUTHEASTERN PLUMBING AND HEATING, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: SOUTHEASTERN PLUMBING AND HEATING, INC.

Form 5500-SF

FILING_RECEIVED

SOUTHEASTERN PLUMBING AND HEATING, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHEASTERN PLUMBING AND HEATING, INC..

Plan sponsor

Name

SOUTHEASTERN PLUMBING AND HEATING, INC.

EIN

56-1230353all filings

Address

300 WEST 23RD STREET · CHARLOTTE, NC · 28206

Phone

(704) 333-8582

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator