2023 Form 5500 filing — True View Windows And Glass Block 401(K) P/S 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 20250218112551NAL0005376976001) for True View Windows And Glass Block 401(K) P/S Plan, reported by True View Windows And Glass LLC under EIN 85-3035744 and plan number 001. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218112551NAL0005376976001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- True View Windows And Glass LLC
- EIN
- 85-3035744
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 182
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $898,485
- Total liabilities (EOY)
- $1,657
- Net assets (EOY)
- $896,828
- Employer contributions
- $78,626
- Participant contributions
- $202,524
- Total income / additions
- $413,466
- Benefits paid
- $214,735
- Administrative expenses
- $21,545
- Total expenses
- $236,280
- Net increase / (decrease)
- $177,186
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pai | TPA | $9,275 | $0 |
| Ascensus LLC | NONE | $6,962 | $0 |
| Sunstone Financial | INVESTMENT ADVISOR | $2,566 | $1,927 |
| Pai Trust | NONE | $1,906 | $0 |