Original filing (PDF)20240730192337NAL0012212419001

GORDON SHEET METAL, INC.

Name: GORDON SHEET METAL, INC. — GORDON SHEET METAL, INC. PROFIT SHARING PLAN (001), Form 5500 (2023)
Creator: GORDON SHEET METAL, INC.

Form 5500-SF

FILING_RECEIVED

GORDON SHEET METAL, INC. PROFIT SHARING PLAN (001)

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$534K

Net assets (EOY)

$534K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GORDON SHEET METAL, INC..

Plan sponsor

Name

GORDON SHEET METAL, INC.

EIN

99-0328636

Address

73-5600 KAUHOLA STREET, SUITE A · KAILUA-KONA, HI · 967402686

Phone

(808) 329-7225

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2024-07-30

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

CELESTIAL SOLAR & WATER SYSTEMS, INC.

CELESTIAL SOLAR & WATER SYSTEMS 401K PLAN

$534K · 14 participants

SAN PATRICIO CONSTRUCTION, INC.

THE CONTRACTORS RETIREMENT PLAN

$535K · 8 participants

CLOSET 1, INC.

CLOSET 1 INTERIORS 401(K) PLAN

$534K · 15 participants

1ST LIGHT ENERGY INC.

1ST LIGHT ENERGY INC. 401(K) PROFIT SHARING PLAN AND TRUST 3

$535K · 168 participants

ICS FIRE SYSTEMS INC

ICS FIRE SYSTEMS INC 401K PROFIT SHARING PLAN AND TRUST