2023 Form 5500 filing — Kalamazoo Plumbers & Pipefitters Local 357 401(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 20241010131506NAL0011493747001) for Kalamazoo Plumbers & Pipefitters Local 357 401(K) Plan, reported by Board Of Trustees Of The Kalamazoo Plumbers & Pipefitters 357 401(K) under EIN 38-6152409 and plan number 002. It reports 500 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010131506NAL0011493747001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Kalamazoo Plumbers & Pipefitters 357 401(K)
- EIN
- 38-6152409
- Plan number
- 002
- Location
- Bingham Farms, MI
- Participants
- 500
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,881,513
- Total liabilities (EOY)
- $28,317
- Net assets (EOY)
- $26,853,196
- Participant contributions
- $1,769,802
- Total income / additions
- $5,988,777
- Benefits paid
- $1,648,150
- Administrative expenses
- $120,228
- Total expenses
- $1,768,378
- Net increase / (decrease)
- $4,220,399
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs | NONE | $40,230 | not reported in the loaded dataset |
| American Funds | NONE | $33,448 | not reported in the loaded dataset |
| Novara, Tesija & Catenacci, Pllc | NONE | $31,024 | not reported in the loaded dataset |
| Tic International Corporation | NONE | $15,987 | not reported in the loaded dataset |
| Bultynck & Co., Pllc | NONE | $13,250 | not reported in the loaded dataset |
| Morgan Stanley Global Banking | NONE | $10,000 | not reported in the loaded dataset |