2023 Form 5500 filing — Tony'S Plumbing & Heating Pension Plan And Trust

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 20240821103452NAL0001930387001) for Tony'S Plumbing & Heating Pension Plan And Trust, reported by Tony'S Plumbing & Heating Anthony Petrovich under EIN 36-2557002 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$669.9KReported net assets$669,905
Participants9
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240821103452NAL0001930387001
Plan sponsor
Tony'S Plumbing & Heating Anthony Petrovich
EIN
36-2557002
Plan number
001
Location
Alpha, IL
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$669.9K total assets
Net assets$669.9KLiabilities
Money in vs. money out
Total income / additions$88K
Total expenses$32K
Benefits paid / distributionsNot reported
Contributions
Employer$35.8K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$669,905
Net assets (EOY)
$669,905
Employer contributions
$35,791
Total income / additions
$87,984
Administrative expenses
$452
Total expenses
$32,002
Net increase / (decrease)
$55,982

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240821103452NAL0001930387001 cover?
It is the 2023 Form 5500 filing for Tony'S Plumbing & Heating Pension Plan And Trust, reported by Tony'S Plumbing & Heating Anthony Petrovich (EIN 36-2557002).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages