· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SALEM HEATING & SHEET METAL, INC. — SALEM HEATING & SHEET METAL, INC. PROFIT SHARING 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250805171149NAL0002011201001
SALEM HEATING & SHEET METAL, INC.
Form 5500-SF
FILING_RECEIVED
SALEM HEATING & SHEET METAL, INC. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
54
Accounts w/ balance
51
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SALEM HEATING & SHEET METAL, INC.
.
Find decision makers
Plan sponsor
Name
SALEM HEATING & SHEET METAL, INC.
EIN
93-0509204
Address
1225 22ND STREET SE · SALEM, OR · 97309
Phone
(503) 581-1536
Industry
Plumbing, Heating, AC Contractors
· Construction
see 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
2025-08-05
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
FARNEN AND DERMER, INC.
FARNEN AND DERMER INC 401(K) PROFIT SHARING PLAN
$4.7M · 23 participants
KOCH & WHITE HEATING & COOLING
KOCH & WHITE HEATING & COOLING 401(K) PROFIT SHARING PLAN & TRUST
$4.7M · 46 participants
W.G. SPEEKS, INC.
W. G. SPEEKS INC. 401(K) PLAN
$4.7M · 76 participants
POIRIER AND SPRINGER, INC.
POIRIER AND SPRINGER, INC. PROFIT SHARING PLAN
$4.7M · 10 participants
BURNS-COPE ASSOCIATES, INC.
BURNS COPE ASSOCIATES 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.7M · 15 participants
FAHRENHEIT MECHANICAL SERVICES, INC.
FAHRENHEIT MECHANICAL SERVICES, INC. 401(K) PLAN
$4.7M · 33 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B