· 2022–2024 · DOL EFAST2

Joe LAY & Sons Plumbing, LLC — Joe LAY & Sons, Form 5500 (2024)

Original filing (PDF)20251003162359NAL0003773410002

Joe LAY & Sons Plumbing, LLC

Form 5500-SF

FILING_RECEIVED

Joe LAY & Sons Plumbing, LLC Defined Benefit Plan

Defined-benefit pension plan · Joe LAY & Sons Plumbing, LLC's Joe LAY & Sons Plumbing, LLC Defined Benefit Plan held $2.4M in plan assets for 45 participants in 2024.

Active participants

45

Accounts w/ balance

—

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

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 JOE LAY & SONS PLUMBING, LLC.

Plan sponsor

Name

JOE LAY & SONS PLUMBING, LLC

EIN

61-1157973all filings

Address

110 RICHWOOD ROAD, SUITE A · WALTON, KY · 41094

Phone

(859) 384-3467

Industry

Plumbing, Heating, AC Contractors· Construction

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

2025-10-03

Pension benefit codes

1A · Pay-related DB formula

1D · Floor-offset DB

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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