How big is Burkell Plumbing & Heating's plan?

Burkell Plumbing & Heating's plan reported $1.9M in assets and 14 participants for 2024.

Original filing (PDF)20251001092946NAL0015844672001

Burkell Plumbing & Heating

Name: Burkell Plumbing & Heating — Burkell Plumbing &, Form 5500 (2024)
Creator: Burkell Plumbing & Heating
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burkell Plumbing & Heating 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Burkell Plumbing & Heating's Burkell Plumbing & Heating 401(k) Profit Sharing Plan & Trust held $1.9M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

JAKE I. Newman signed Burkell Plumbing & Heating's 2024 Form 5500 as plan administrator.

JAKE I. Newman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Burkell Plumbing & Heating's EIN is 94-2885363.

EIN 94-2885363

Plan number 001

Plan year 2024

ACK ID 20251001092946NAL0015844672001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Burkell Plumbing & Heating from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Burkell Plumbing & Heating's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BURKELL PLUMBING & HEATING.

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Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

BURKELL PLUMBING & HEATING

EIN

all filings

Address

PO BOX 1384 · SAUSALITO, CA · 94966

Phone

(415) 332-3091

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator