Original filing (PDF)20251014122429NAL0002884641001

CALIFORNIA SHEET METAL WORKS, INC.

Name: CALIFORNIA SHEET METAL WORKS, INC. — CALIFORNIA SHEET METAL WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: CALIFORNIA SHEET METAL WORKS, INC.

Form 5500

FILING_RECEIVED

CALIFORNIA SHEET METAL WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

107

Accounts w/ balance

165

Plan assets (EOY)

$39.6M

Net assets (EOY)

$37.8M

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 CALIFORNIA SHEET METAL WORKS, INC..

Plan sponsor

Name

CALIFORNIA SHEET METAL WORKS, INC.

EIN

95-2043027

Address

1020 N. MARSHALL AVENUE · EL CAJON, CA · 92020

Phone

(619) 562-7010

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2Q · S-corporation ESOP

2P · Leveraged ESOP

2I · Stock bonus

Audit & trust (Schedule H)

Auditor

PKF SAN DIEGO, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $39.6M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	California Sheet Metal Works, Inc. 571,087 shares of common stock	—	—	$5.4M	$39.6M	100.0%

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