Original filing (PDF)20251006170516NAL0003837777001

L & I PLUMBING INC.

Name: L & I PLUMBING INC. — L & I PLUMBING INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: L & I PLUMBING INC.

Form 5500-SF

FILING_RECEIVED

L & I PLUMBING INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$579K

Net assets (EOY)

$579K

Plan health score

100

/ 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for L & I PLUMBING INC..

Plan sponsor

Name

L & I PLUMBING INC.

EIN

82-3780019

Address

401 PICKFAIR TERRACE · LAKE MARY, FL · 32746

Phone

(321) 299-3166

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid 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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