Flint Plumbing Defined Contribution Fund — Form 5500 plan (Trustees Flint Defined Contrib Fund)

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, Flint Plumbing Defined Contribution Fund is a benefit plan reported by Trustees Flint Defined Contrib Fund under EIN 38-6254230 and plan number 002. The latest loaded filing year is 2023. The filing reports 526 participants and $22,992,236 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Flint Defined Contrib Fund
EIN
38-6254230
Plan number
002
Plan type
1
Location
Lansing, MI
Latest filing year
2023
Participants
526
End-of-year plan assets
$22,992,236

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023526H, C20250514153813NAL0019224145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,992,236
Total liabilities (EOY)
$13,512
Net assets (EOY)
$22,978,724
Net assets (BOY)
$19,446,302

Income & contributions

Employer contributions
$4,468
Participant contributions
$1,697,478
Total contributions
$1,744,437
Total income / additions
$4,344,285

Expenses & distributions

Benefits paid
$659,157
Administrative expenses
$144,124
Total expenses
$811,863
Net increase / (decrease)
$3,532,422

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$63,871$02023
Tic International CorporationNONE$25,824$02023
Merrill LynchNONE$20,833not reported in the loaded dataset2023
Asher KellyNONE$9,864not reported in the loaded dataset2023
Wrubel Wesley And Company C.P.A.'SNONE$7,875not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages