Original filing (PDF)20251112092348NAL0008369504001

R.M. WARD & SONS, INC.

Name: R.M. WARD & SONS, INC. — R. M. WARD & SONS, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: R.M. WARD & SONS, INC.

Form 5500-SF

FILING_RECEIVED

R. M. WARD & SONS, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.1M

Net assets (EOY)

$14.1M

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 R.M. WARD & SONS, INC..

Plan sponsor

Name

R.M. WARD & SONS, INC.

EIN

59-1555632

Address

600 10TH AVENUE SOUTH · SAFETY HARBOR, FL · 346953822

Phone

(727) 726-3361

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-11-12

Pension benefit codes

2E · Profit-sharing

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

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