2023 Form 5500 filing — Porter Pipe & 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 20241004173409NAL0012552737001) for Porter Pipe & Supply Co. 401(K) Plan, reported by Porter Pipe & Supply Co. under EIN 36-3198538 and plan number 002. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004173409NAL0012552737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Porter Pipe & Supply Co.
- EIN
- 36-3198538
- Plan number
- 002
- Location
- Addison, IL
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,835,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,835,514
- Employer contributions
- $427,979
- Participant contributions
- $1,561,831
- Total income / additions
- $5,947,545
- Benefits paid
- $904,976
- Administrative expenses
- $143,074
- Total expenses
- $1,048,050
- Net increase / (decrease)
- $4,899,495
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISORY | $82,496 | $29 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $60,578 | $0 |