Plan5500

Certco, Inc. Non-Union Savings Plan — Form 5500 plan (Certco, Inc.)

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, Certco, Inc. Non-Union Savings Plan is a benefit plan reported by Certco, Inc. under EIN 39-0203490 and plan number 002. The latest loaded filing year is 2023. The filing reports 247 participants and $26,899,147 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Certco, Inc.
EIN
39-0203490
Plan number
002
Plan type
2
Location
Madison, WI
Latest filing year
2023
Participants
247
End-of-year plan assets
$26,899,147

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023247H, C20240718135200NAL0003212435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,899,147
Total liabilities (EOY)
$0
Net assets (EOY)
$26,899,147
Net assets (BOY)
$23,735,702

Income & contributions

Employer contributions
$1,354,811
Participant contributions
$1,270,904
Total contributions
$2,836,933
Total income / additions
$6,923,645

Expenses & distributions

Benefits paid
$3,732,220
Administrative expenses
$42,192
Total expenses
$3,774,412
Net increase / (decrease)
$3,149,233

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$25,007$02023
Us Bancorp Investments IncBROKER/ADVISER$0$23,0252023
Empower Advisory Group, LLCINVESTMENT MGMT$9,757not reported in the loaded dataset2023
Pensionmark Financial Group LLCINVESTMENT ADVISOR$7,428not reported in the loaded dataset2023

Related Form 5500 pages