Original filing (PDF)20250722110822NAL0002997952001

FORGIONE PLUMBING AND HEATING

Name: FORGIONE PLUMBING AND HEATING — FORGIONE PLUMBING AND HEATING RETIREMENT TRUST, Form 5500 (2024)
Creator: FORGIONE PLUMBING AND HEATING

Form 5500-SF

FILING_RECEIVED

FORGIONE PLUMBING AND HEATING RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$72K

Net assets (EOY)

$72K

Plan health score

/ 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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORGIONE PLUMBING AND HEATING.

Plan sponsor

Name

FORGIONE PLUMBING AND HEATING

EIN

88-1424428

Address

205 SUNSET DRIVE · PORT EWEN, NY · 12466

Phone

(845) 380-4115

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-07-22

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

Related plans

Similar-size All Other Professional Services plans

COLONIAL COMMUNITIES, LLC

COLONIAL COMMUNITIES, LLC RETIREMENT TRUST

$72K · 6 participants

JP MOSS CONSTRUCTION INC

JP MOSS CONSTRUCTION INC 401(K) PROFIT SHARING PLAN & TRUST

$72K · 12 participants

THE MILANO GROUP PLLC

THE MILANO GROUP PLLC 401(K) PROFIT SHARING PLAN & TRUST

$72K · 7 participants

FARMFETCH LLC

FARMFETCH LLC 401(K) PLAN

$72K · 3 participants

MSA WORLDWIDE, LLC

MSA WORLDWIDE, LLC 401K PLAN

$72K · 2 participants