Original filing (PDF)20251015105031NAL0004634561001

HEICHEL PLUMBING, INC.

Name: HEICHEL PLUMBING, INC. — HEICHEL PLUMBING EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: HEICHEL PLUMBING, INC.

Form 5500

FILING_RECEIVED

HEICHEL PLUMBING EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

159

Accounts w/ balance

196

Plan assets (EOY)

$9.4M

Net assets (EOY)

-$20.9M

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 HEICHEL PLUMBING, INC..

Plan sponsor

Name

HEICHEL PLUMBING, INC.

EIN

99-3635918

Address

1260 MARSHALL FARMS ROAD · OCOEE, FL · 34761

Phone

(407) 656-7073

Industry

Plumbing, Heating, AC Contractors· Constructionsee 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

2025-10-15

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

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· $9.4M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	* Heichel Plumbing, Inc. Common stock, 1,000,000 shares	Common Stocks	—	$31.4M	$9.4M	100.0%

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