Original filing (PDF)20250730163021NAL0005017681012

WOODARD & SONS, INC.

Name: WOODARD & SONS, INC. — WOODARD HEATING & COOLING 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: WOODARD & SONS, INC.

Form 5500-SF

FILING_RECEIVED

WOODARD HEATING & COOLING 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 WOODARD & SONS, INC..

Plan sponsor

Name

WOODARD & SONS, INC.

EIN

61-1297341

Address

1500 SOUTH GREEN STREET · HENDERSON, KY · 42420

Phone

(270) 827-2665

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

MARK MCBRIDE PLUMBING, INC. DBA MCBRIDE PLUMBING

MCBRIDE PLUMBING 401(K) PLAN

$1.6M · 12 participants

JAHN PLUMBING, INC. DBA WEST COAST PLUMBING

WEST COAST PLUMBING 401(K) PLAN & TRUST

$1.6M · 20 participants

HIM MECHANICAL SYSTEMS, INC.

HIM 401(K)PLAN

$1.6M · 15 participants

INLINE MECHANICAL LLC

INLINE MECHANICAL 401(K) PLAN

$1.6M · 25 participants

RIAL HEATING & AIR CONDITIONING, INC.

RIAL HEATING & AIR CONDITIONING RETIREMENT SAVINGS PLAN