2023 Form 5500 filing — Plumbers 75 401k 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 20241015213631NAL0017250131001) for Plumbers 75 401k Profit Sharing Plan, reported by Board Of Trustees Of The Plumbers 75 401k Plan under EIN 39-1712806 and plan number 001. It reports 1,381 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$60.2MReported net assets$60,162,552
Participants1.4K1,381
Provider compensation$96.1K5 Schedule C row(s)$96,144
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015213631NAL0017250131001
- Plan sponsor
- Board Of Trustees Of The Plumbers 75 401k Plan
- EIN
- 39-1712806
- Plan number
- 001
- Location
- Milwaukee, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$60.2M total assets
Net assets$60.2MLiabilities$9.8K
Full reported line items
- Total assets (EOY)
- $60,172,364
- Total liabilities (EOY)
- $9,812
- Net assets (EOY)
- $60,162,552
- Participant contributions
- $2,139,452
- Total income / additions
- $11,086,654
- Benefits paid
- $1,763,619
- Administrative expenses
- $114,767
- Total expenses
- $1,878,386
- Net increase / (decrease)
- $9,208,268
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Captial Investment | NONE | $30,000 | not reported in the loaded dataset |
| Benefit Plan Administration Of Wi, | NONE | $25,595 | not reported in the loaded dataset |
| Sikich Llp | NONE | $14,125 | not reported in the loaded dataset |
| The Previant Law Firm S.C. | NONE | $13,323 | not reported in the loaded dataset |
| John Hancock Retirement Plan Servic | NONE | $13,101 | $0 |