Original filing (PDF)20250714103948NAL0001546144001

BILL'S EQUIPMENT AND SUPPLY

Name: BILL'S EQUIPMENT AND SUPPLY — BILLS TOOL RENTAL PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BILL'S EQUIPMENT AND SUPPLY

Form 5500-SF

FILING_RECEIVED

BILLS TOOL RENTAL PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 BILL'S EQUIPMENT AND SUPPLY.

Plan sponsor

Name

BILL'S EQUIPMENT AND SUPPLY

EIN

84-0536128

Address

125 S. CHESTNUT · COLORADO SPRINGS, CO · 80905

Phone

(719) 634-0298

Industry

Real Estatesee all

Plan administrator

Name

FIDUCIARY WISE, LLC

EIN

81-3799174

City

GILBERT, AZ

Phone

(480) 855-4017

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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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