2023 Form 5500 filing — Fresno Plumbing & Heating, 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 20250710131222NAL0006617073001) for Fresno Plumbing & Heating, Inc. 401(K) Profit Sharing Plan, reported by Fresno Plumbing & Heating, Inc. under EIN 94-2774677 and plan number 001. It reports 379 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)$20.1MReported net assets$20,087,037

Participants379

Provider compensation$59.9K2 Schedule C row(s)$59,940

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250710131222NAL0006617073001
Plan sponsor: Fresno Plumbing & Heating, Inc.
EIN: 94-2774677
Plan number: 001
Location: Fresno, CA
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)$20.1M total assets

Net assets$20.1MLiabilities$0

Money in vs. money out

Total income / additions$5.7M

Total expenses$2.3M

Benefits paid / distributions$2.3M

Contributions

Employer$750.3K

Participant$434.4K

Full reported line items

Total assets (EOY): $20,087,037
Total liabilities (EOY): $0
Net assets (EOY): $20,087,037
Employer contributions: $750,328
Participant contributions: $434,409
Total income / additions: $5,741,575
Benefits paid: $2,278,709
Administrative expenses: $500
Total expenses: $2,305,153
Net increase / (decrease): $3,436,422

Schedule C

Reported service provider compensation

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

1
Wells Fargo Clearing Services LLC$59.4K
ADVISOR · Direct $0 · Indirect $59.4K
2
Fidelity Investments Institutional$500
RECORDKEEPER · Direct $500 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250710131222NAL0006617073001 cover?: It is the 2023 Form 5500 filing for Fresno Plumbing & Heating, Inc. 401(K) Profit Sharing Plan, reported by Fresno Plumbing & Heating, Inc. (EIN 94-2774677).
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).