Kalamazoo Plumbers & Pipefitters Local 357 401(K) Plan — Form 5500 plan (Board Of Trustees Of The Kalamazoo Plumbers & Pipefitters 357 401(K))
Plain-English plan 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, Kalamazoo Plumbers & Pipefitters Local 357 401(K) Plan is a benefit plan reported by Board Of Trustees Of The Kalamazoo Plumbers & Pipefitters 357 401(K) under EIN 38-6152409 and plan number 002. The latest loaded filing year is 2023. The filing reports 500 participants and $26,881,513 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Kalamazoo Plumbers & Pipefitters 357 401(K)
- EIN
- 38-6152409
- Plan number
- 002
- Plan type
- 1
- Location
- Bingham Farms, MI
- Latest filing year
- 2023
- Participants
- 500
- End-of-year plan assets
- $26,881,513
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 500 | H, C | 20241010131506NAL0011493747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,881,513
- Total liabilities (EOY)
- $28,317
- Net assets (EOY)
- $26,853,196
- Net assets (BOY)
- $22,632,797
Income & contributions
- Participant contributions
- $1,769,802
- Total contributions
- $1,769,802
- Total income / additions
- $5,988,777
Expenses & distributions
- Benefits paid
- $1,648,150
- Administrative expenses
- $120,228
- Total expenses
- $1,768,378
- Net increase / (decrease)
- $4,220,399
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Svcs | NONE | $40,230 | not reported in the loaded dataset | 2023 |
| American Funds | NONE | $33,448 | not reported in the loaded dataset | 2023 |
| Novara, Tesija & Catenacci, Pllc | NONE | $31,024 | not reported in the loaded dataset | 2023 |
| Tic International Corporation | NONE | $15,987 | not reported in the loaded dataset | 2023 |
| Bultynck & Co., Pllc | NONE | $13,250 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Global Banking | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Kalamazoo Plumbers & Pipefitters 357 401(K)
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Bingham Farms, MI
- Capital Group Retirement Plan Svcs — Schedule C compensation
- American Funds — Schedule C compensation
- Novara, Tesija & Catenacci, Pllc — Schedule C compensation
- Tic International Corporation — Schedule C compensation
- Bultynck & Co., Pllc — Schedule C compensation
- Morgan Stanley Global Banking — Schedule C compensation