2023 Form 5500 filing — Plumbers Supply Co. 401(K) 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 20240814101243NAL0006731395001) for Plumbers Supply Co. 401(K) Plan, reported by Plumbers Supply Co. under EIN 61-0310025 and plan number 002. It reports 363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814101243NAL0006731395001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Plumbers Supply Co.
- EIN
- 61-0310025
- Plan number
- 002
- Location
- Louisville, KY
- Participants
- 363
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,659,127
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,659,127
- Employer contributions
- $567,102
- Participant contributions
- $1,640,852
- Total income / additions
- $5,214,678
- Benefits paid
- $2,075,301
- Administrative expenses
- $100,041
- Total expenses
- $2,175,342
- Net increase / (decrease)
- $3,039,336
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $48,972 | $0 |
| Argi Investment Services LLC | ADVISOR | $39,885 | not reported in the loaded dataset |
| Cerity Partners Retirement Plan | ADVISOR | $8,463 | not reported in the loaded dataset |