2023 Form 5500 filing — Genz-Ryan Plumbing & Heating Company 401(K) 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 20241015141817NAL0029943185001) for Genz-Ryan Plumbing & Heating Company 401(K) Profit Sharing Plan, reported by Genz-Ryan Plumbing & Heating Company under EIN 41-0684554 and plan number 001. It reports 626 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141817NAL0029943185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Genz-Ryan Plumbing & Heating Company
- EIN
- 41-0684554
- Plan number
- 001
- Location
- Burnsville, MN
- Participants
- 626
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,076,966
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,076,966
- Employer contributions
- $138,453
- Participant contributions
- $264,082
- Total income / additions
- $1,305,688
- Benefits paid
- $1,177,655
- Administrative expenses
- $82,141
- Total expenses
- $1,259,796
- Net increase / (decrease)
- $45,892
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $44,008 | $0 |
| Futureplan By Ascensus | TPA | $38,133 | not reported in the loaded dataset |