2023 Form 5500 filing — Confidence Plumbing Company Profit Sharing 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 20241001161633NAL0007444369001) for Confidence Plumbing Company Profit Sharing Plan, reported by Confidence Plumbing Company, Inc. under EIN 84-1073735 and plan number 001. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241001161633NAL0007444369001
Filing year
2023
Form type
2
Plan sponsor
Confidence Plumbing Company, Inc.
EIN
84-1073735
Plan number
001
Location
Englewood, CO
Participants
159
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,360,925
Total liabilities (EOY)
$0
Net assets (EOY)
$3,360,925
Employer contributions
$164,540
Total income / additions
$557,938
Benefits paid
$196,530
Administrative expenses
$7,098
Total expenses
$203,628
Net increase / (decrease)
$354,310
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Tpa Services, Inc.RECORDKEEPER$5,441$0
Transamerica Financial Life Ins CoRECORDKEEPER$1,038$0
Mesirow Financial, Inc.INVESTMENT ADVISORY PLAN$620not reported in the loaded dataset

Related Form 5500 pages