2023 Form 5500 filing — Fred Smith Plumbing & Heating Co. Inc. 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 20241220114023NAL0003407251001) for Fred Smith Plumbing & Heating Co. Inc. 401(K) Profit Sharing Plan, reported by Fred Smith Plumbing & Heating-401k under EIN 13-1885873 and plan number 001. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13MReported net assets$12,968,360
Participants267
Provider compensation$61K2 Schedule C row(s)$61,013
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241220114023NAL0003407251001
Plan sponsor
Fred Smith Plumbing & Heating-401k
EIN
13-1885873
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$13M total assets
Net assets$13MLiabilities$34.2K
Money in vs. money out
Total income / additions$1.8M
Total expenses$426.6K
Benefits paid / distributions$313.4K
Contributions
Employer$333K
Participant$393.3K
Full reported line items
Total assets (EOY)
$13,002,579
Total liabilities (EOY)
$34,219
Net assets (EOY)
$12,968,360
Employer contributions
$332,954
Participant contributions
$393,342
Total income / additions
$1,755,543
Benefits paid
$313,386
Administrative expenses
$55,153
Total expenses
$426,589
Net increase / (decrease)
$1,328,954
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $54.6K · Indirect $0
  2. 2
    BROKER/ADVISOR · Direct $0 · Indirect $6.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241220114023NAL0003407251001 cover?
It is the 2023 Form 5500 filing for Fred Smith Plumbing & Heating Co. Inc. 401(K) Profit Sharing Plan, reported by Fred Smith Plumbing & Heating-401k (EIN 13-1885873).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages