Original filing (PDF)20250409093650NAL0022031489001

PEAVY & SON CONSTRUCTION CO., INC.

Name: PEAVY & SON CONSTRUCTION CO., INC. — PEAVY & SON CONSTRUCTION CO., INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: PEAVY & SON CONSTRUCTION CO., INC.

Form 5500-SF

FILING_RECEIVED

PEAVY & SON CONSTRUCTION CO., INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 PEAVY & SON CONSTRUCTION CO., INC..

Plan sponsor

Name

PEAVY & SON CONSTRUCTION CO., INC.

EIN

59-1576957

Address

P. O. BOX 2369 · HAVANA, FL · 32333

Phone

(850) 539-5019

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-09

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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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