2023 Form 5500 filing — 31-W Insulation Co., Inc. Profit Sharing And Retirement 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 20240730143102NAL0020917057001) for 31-W Insulation Co., Inc. Profit Sharing And Retirement Savings Plan, reported by 31-W Insulation Co., Inc. under EIN 62-1037670 and plan number 001. It reports 662 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)$12.7MReported net assets$12,680,632
Participants662
Provider compensation$57.7K4 Schedule C row(s)$57,674
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240730143102NAL0020917057001
Plan sponsor
31-W Insulation Co., Inc.
EIN
62-1037670
Plan number
001
Location
Goodlettsville, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$12.7M total assets
Net assets$12.7MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$361.7K
Benefits paid / distributions$260.5K
Contributions
Employer$350K
Participant$939.2K
Full reported line items
Total assets (EOY)
$12,680,632
Total liabilities (EOY)
$0
Net assets (EOY)
$12,680,632
Employer contributions
$350,000
Participant contributions
$939,207
Total income / additions
$3,003,161
Benefits paid
$260,530
Administrative expenses
$57,623
Total expenses
$361,651
Net increase / (decrease)
$2,641,510
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $34.9K · Indirect $2
  2. 2
    TPA · Direct $17K
  3. 3
    BROKER · Direct $5.7K
  4. 4
    BROKER · Direct $0 · Indirect $0

Related Form 5500 pages