Original filing (PDF)20250702131055NAL0019858416001

COLKITT SHEET METAL & AIR CONDITION

Name: COLKITT SHEET METAL & AIR CONDITION — COLKITT SHEET METAL & AIR CONDITIONING 401(K) PLA, Form 5500 (2024)
Creator: COLKITT SHEET METAL & AIR CONDITION

Form 5500-SF

FILING_RECEIVED

COLKITT SHEET METAL & AIR CONDITIONING 401(K) PLA

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$911K

Net assets (EOY)

$911K

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 COLKITT SHEET METAL & AIR CONDITION.

Plan sponsor

Name

COLKITT SHEET METAL & AIR CONDITION

EIN

59-1294313

Address

860 11TH STREET · VERO BEACH, FL · 32960

Phone

(772) 562-4660

Industry

Manufacturingsee 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

2025-07-02

Pension benefit codes

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

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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