2023 Form 5500 filing — Certco, Inc. 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 20240718135650NAL0005650257001) for Certco, Inc. Union Savings Plan, reported by Certco, Inc. under EIN 39-0203490 and plan number 003. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7.6MReported net assets$7,624,199
Participants242
Provider compensation$61.4K4 Schedule C row(s)$61,380
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240718135650NAL0005650257001
- Plan sponsor
- Certco, Inc.
- EIN
- 39-0203490
- Plan number
- 003
- Location
- Madison, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.6M total assets
Net assets$7.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,624,199
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,624,199
- Employer contributions
- $436,808
- Participant contributions
- $1,087,920
- Total income / additions
- $2,576,592
- Benefits paid
- $398,558
- Administrative expenses
- $52,485
- Total expenses
- $451,043
- Net increase / (decrease)
- $2,125,549
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $49,981 | $0 |
| Us Bancorp Investments Inc | BROKER/ADVISER | $0 | $6,201 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,288 | not reported in the loaded dataset |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $1,910 | not reported in the loaded dataset |