Original filing (PDF)20251006144946NAL0006714160001

MODERN PLUMBING INDUSTRIES ESOP AND TRUST

Name: MODERN PLUMBING INDUSTRIES ESOP AND TRUST — Form 5500 (2024)
Creator: MODERN PLUMBING INDUSTRIES ESOP AND TRUST

Form 5500

FILING_RECEIVED

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

109

Accounts w/ balance

123

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.0M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MODERN PLUMBING INDUSTRIES ESOP AND TRUST.

Plan sponsor

Name

MODERN PLUMBING INDUSTRIES ESOP AND TRUST

EIN

93-2270458

Address

255 OLD SANFORD OVIEDO RD · WINTER SPRINGS, FL · 32708

Phone

(407) 327-6000

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2O · ESOP (non-leveraged)

2H · Partial participant-directed accounts

Audit & trust (Schedule H)

Auditor

REHMANN ROBSON LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $2.9M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	* Modern Plumbing Industries, Inc. Common stock, 1,000,000 shares	Common Stocks	—	$1.0M	$2.9M	100.0%

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