Plan Ledger DOL Form 5500 · updated monthly

Aqua Plumbing & Air Services, Inc.401(k)

AQUA PLUMBING & AIR SERVICES, INC. PROFIT SHARING AND 401(K) PLAN · SARASOTA, FL · plan year 2022

Reported admin expense ratio · 2022
1.17%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Aqua Plumbing & Air Services, Inc. reported $29,109 in plan administrative expenses for 2022: 1.17% of average plan assets, higher than ~90% of peers. Employer contributions averaged $699 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Florida (3,080th of 3,644), and 4,780th of 5,337 in construction. In 2022, employees put in $4.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,130,392
Participants with balances92
Active participants92
Employer contributions$64,280
Employee contributions$257,116
Employer contribution per active participant$699
Average account balance$23,156
Benefits paid to participants$382,183
Plan auditUnmodified (clean) audit opinion
AuditorKERKERING, BARBERIO & CO.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$16,503
Investment management$11,031
Professional / advisory$1,575
Total administrative$29,109
The Aqua Plumbing & Air Services, Inc. 401(k) match · 2022
Employer contribution per active participant$699
Median for plans this size$1,114

Aqua Plumbing & Air Services, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$29,109 · 1.17%
Same employer
Similar plansConstruction · Florida
Bbmk Contracting LLC FL$2.2M · 0.66%
Heichel Plumbing, Inc. FL$2.2M · 1.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 650673987 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.