2023 Form 5500 filing — Plumbers & Pipefitters Local #25 401k 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 20240926081606NAL0000446017001) for Plumbers & Pipefitters Local #25 401k Plan, reported by Plumbers & Pipefitters Local #25 under EIN 42-1444511 and plan number 001. It reports 1,589 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926081606NAL0000446017001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Pipefitters Local #25
- EIN
- 42-1444511
- Plan number
- 001
- Location
- Moline, IL
- Participants
- 1,589
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,590,359
- Total liabilities (EOY)
- $16,538
- Net assets (EOY)
- $87,573,821
- Employer contributions
- $2,059,498
- Participant contributions
- $3,093,167
- Total income / additions
- $22,105,828
- Benefits paid
- $4,600,992
- Administrative expenses
- $189,444
- Total expenses
- $4,790,436
- Net increase / (decrease)
- $17,315,392
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| P&P 25 Fringe Benefit Funds LLC | RELATED PARTY | $135,336 | not reported in the loaded dataset |
| Investment Consulting Group | NONE | $10,000 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $8,425 | not reported in the loaded dataset |
| Baum & Sigman | NONE | $7,897 | not reported in the loaded dataset |