· 2022–2024 · DOL EFAST2

A.J. MONIER & COMPANY, INC. — A. J. MONIER & COMPANY, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20260112214747NAL0026739890001

A.J. MONIER & COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

A. J. MONIER & COMPANY, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

16

Accounts w/ balance

18

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score

87

/ 100

Grade A

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

53

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for A.J. MONIER & COMPANY, INC..

Plan sponsor

Name

A.J. MONIER & COMPANY, INC.

EIN

74-1240124

Address

1446 N FLORES ST · SAN ANTONIO, TX · 78212

Phone

(210) 223-9191

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2026-01-12

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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