· 2022–2024 · DOL EFAST2

Lakeside Heating Cooling & Plumb — Lakeside Heating, Form 5500 (2025)

Original filing (PDF)20260609184350NAL0004612083001

Lakeside Heating Cooling & Plumb

Form 5500-SF

FILING_RECEIVED

Lakeside Heating Cooling & Plumbing Inc. - 401(k)

401(k) retirement plan · Lakeside Heating Cooling & Plumb's Lakeside Heating Cooling & Plumbing Inc. - 401(k) held $623K in plan assets for 20 participants in 2025.

Active participants

20

Accounts w/ balance

11

Plan assets (EOY)

$623K

Net assets (EOY)

$623K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

60

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAKESIDE HEATING COOLING & PLUMB.

Plan sponsor

Name

LAKESIDE HEATING COOLING & PLUMB

EIN

81-4786387all filings

Address

4608 LAND O LAKES BLVD · UNIT B · LAND O LAKES, FL · 34639

Phone

(813) 624-2526

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-09

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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