Original filing (PDF)20250430093530NAL0003522322001

JOHN ROBERTSON PLUMBING

Name: JOHN ROBERTSON PLUMBING — JOHN ROBERTSON PLUMBING CBS BENEFIT PLAN, Form 5500 (2024)
Creator: JOHN ROBERTSON PLUMBING

Form 5500-SF

FILING_RECEIVED

JOHN ROBERTSON PLUMBING CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$536

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN ROBERTSON PLUMBING.

Plan sponsor

Name

JOHN ROBERTSON PLUMBING

EIN

61-1108110all filings

Address

1655 DISTRIBUTION DRIVE · BURLINGTON, KY · 41005

Phone

(859) 525-1188

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-07-01

Tax period

2024-09-30

Filed

2025-04-30

Welfare benefit codes

4A · Health (other than dental or vision)

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

TIMOTHY J PONDER

TIMOTHY J PONDER 401(K) PROFIT SHARING PLAN

$2K · 2 participants

T&T PLUMBING AND DRAINS LLC

T&T PLUMBING AND DRAINS LLC 401(K) PROFIT SHARING PLAN & TRUST

$2K · 4 participants

DANNYZ PLUMBING INC

DANNYZ PLUMBING INC 401(K) PROFIT SHARING PLAN & TRUST

$2K · 3 participants

MNB FENCING

NMB FENCING - 401K PLAN

$2K · 6 participants

V & B CONSTRUCTION SERVICES INC

V & B CONSTRUCTION SERVICES, INC 401K PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.