Original filing (PDF)20251008153044NAL0006071041001

DOUGLAS ORR PLUMBING, INC.

Name: DOUGLAS ORR PLUMBING, INC. — DOUGLAS ORR PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: DOUGLAS ORR PLUMBING, INC.

Form 5500

FILING_RECEIVED

DOUGLAS ORR PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

99% in single holding99% employer stockNo recordkeeper disclosed

Active participants

121

Accounts w/ balance

136

Plan assets (EOY)

$4.0M

Net assets (EOY)

-$9.5M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOUGLAS ORR PLUMBING, INC..

Plan sponsor

Name

DOUGLAS ORR PLUMBING, INC.

EIN

59-1958608

Address

301 FLAGLER DRIVE · MIAMI SPRINGS, FL · 331664978

Phone

(305) 887-1687

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3F · Sponsor used leased employees

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

PICKETT CHANEY & MCMULLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $4.0M(100% of reported assets)

Common Stock

$4.0M

1 holding

Other securities

$33K

1 holding

PI						% of plan
	Douglas Orr Plumbing, Inc. Company Stock	Common Stock	1,000,000	$15.5M	$4.0M	99.2%
	Liquid Assets Government Fund	Other securities	—	$33K	$33K	0.8%

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