Original filing (PDF)20250619080733NAL0007463682001

EMORY WALKER COMPANY, INC.

Name: EMORY WALKER COMPANY, INC. — EMORY WALKER COMPANY, INC. RETIREMENT TRUST, Form 5500 (2024)
Creator: EMORY WALKER COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

EMORY WALKER COMPANY, INC. RETIREMENT TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

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 EMORY WALKER COMPANY, INC..

Plan sponsor

Name

EMORY WALKER COMPANY, INC.

EIN

59-1877348

Address

208 SW 5TH STREET · OKEECHOBEE, FL · 34974

Phone

(863) 763-6742

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-06-19

Pension benefit codes

2A · Age/service weighted or new comparability

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

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

QUARTER MOON PLUMBING INC

QUARTER MOON PLUMBING INC 401K PROFIT SHARING PLAN AND TRUST

$3.1M · 55 participants

S S W MECHANICAL CONSTRUCTION,

SSW MECHANICAL CONSTRUCTION, INC. 401(K) PLAN

$3.1M · 15 participants

NUWAY HEATING & AIR CONDITIONING

NUWAY HEATING & AIR CONDITIONING CORP. 401(K) PLAN

$3.1M · 22 participants

INNOVATIVE FIRE PROTECTION, INC.

INNOVATIVE FIRE PROTECTION, INC. 401(K) RETIREMENT SAVINGS PLAN

$3.1M · 52 participants

HAUCK BROTHERS, INC.