2023 Form 5500 filing — Flint Plumbing Defined Contribution Fund

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 20250514153813NAL0019224145001) for Flint Plumbing Defined Contribution Fund, reported by Trustees Flint Defined Contrib Fund under EIN 38-6254230 and plan number 002. It reports 526 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250514153813NAL0019224145001
Filing year
2023
Form type
1
Plan sponsor
Trustees Flint Defined Contrib Fund
EIN
38-6254230
Plan number
002
Location
Lansing, MI
Participants
526
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$22,992,236
Total liabilities (EOY)
$13,512
Net assets (EOY)
$22,978,724
Employer contributions
$4,468
Participant contributions
$1,697,478
Total income / additions
$4,344,285
Benefits paid
$659,157
Administrative expenses
$144,124
Total expenses
$811,863
Net increase / (decrease)
$3,532,422
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Retirement SolutionsRECORD KEEPER$63,871$0
Tic International CorporationNONE$25,824$0
Merrill LynchNONE$20,833not reported in the loaded dataset
Asher KellyNONE$9,864not reported in the loaded dataset
Wrubel Wesley And Company C.P.A.'SNONE$7,875not reported in the loaded dataset
National Financial ServicesSECURITIES BROKER$0$0

Related Form 5500 pages