Original filing (PDF)20240925111105NAL0019654976001

JOE LAY & SONS PLUMBING

Name: JOE LAY & SONS PLUMBING — JOE LAY & SONS PLUMBING 401(K) PLAN, Form 5500 (2023)
Creator: JOE LAY & SONS PLUMBING

Form 5500-SF

FILING_RECEIVED

JOE LAY & SONS PLUMBING 401(K) PLAN

401(k) 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 JOE LAY & SONS PLUMBING.

Plan sponsor

Name

JOE LAY & SONS PLUMBING

EIN

61-1157973

Address

110 RICHWOOD RD. · FLORENCE, KY · 41042

Phone

(859) 384-3467

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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