Plan5500

Ouellette Plumbing & Heating — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ouellette Plumbing & Heating (EIN 03-0217292) is a plan sponsor located in Williston, VT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
03-0217292
Location
Williston, VT
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Ouellette Plumbing & Heating

  • 2 loaded plans hold $383.1K in reported assets.
  • The largest, Ouellette Plumbing & Heating Money Accumulation Plan, holds 58% of this company's reported plan assets.
  • Plans cover 8 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$383.1KSummed across loaded plans$383,124
Total reported assets$383.1K$383,124
Total reported participants8
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$383.1K total assets
Net assets$383.1KLiabilities—
Contributions & income
Employer contributions$78.6K
Participant contributionsNot reported
Total income / additions$111K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$111K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets58%Ouellette Plumbing & Heating Money Accumulation Plan
Participants per plan4Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Ouellette Plumbing & Heating Money Accumulation Plan$223.8K
    Plan #002 · 4 participants · 2023
  2. 2
    Ouellette Plumbing & Heating Profit Sharing Plan$159.3K
    Plan #001 · 4 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Ouellette Plumbing & Heating. Open one for its full reported snapshot.

  1. 2023
    Ouellette Plumbing & Heating Money Accumulation Plan4 participants · 2Sch I
    View filing →
  2. 2023
    Ouellette Plumbing & Heating Profit Sharing Plan4 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ouellette Plumbing & Heating report on Form 5500?
Ouellette Plumbing & Heating (EIN 03-0217292) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ouellette Plumbing & Heating?
The Employer Identification Number (EIN) reported for Ouellette Plumbing & Heating is 03-0217292.
What is the latest Form 5500 filing year for Ouellette Plumbing & Heating?
The latest loaded Form 5500 filing year for Ouellette Plumbing & Heating is 2023.

Related Form 5500 pages