2023 Form 5500 filing — Certco, Inc. Non-Union Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718135200NAL0003212435001) for Certco, Inc. Non-Union Savings Plan, reported by Certco, Inc. under EIN 39-0203490 and plan number 002. It reports 247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240718135200NAL0003212435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Certco, Inc.
- EIN
- 39-0203490
- Plan number
- 002
- Location
- Madison, WI
- Participants
- 247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,899,147
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,899,147
- Employer contributions
- $1,354,811
- Participant contributions
- $1,270,904
- Total income / additions
- $6,923,645
- Benefits paid
- $3,732,220
- Administrative expenses
- $42,192
- Total expenses
- $3,774,412
- Net increase / (decrease)
- $3,149,233
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $25,007 | $0 |
| Us Bancorp Investments Inc | BROKER/ADVISER | $0 | $23,025 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,757 | not reported in the loaded dataset |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $7,428 | not reported in the loaded dataset |