Plumbers 75 401k Profit Sharing Plan — Form 5500 plan (Board Of Trustees Of The Plumbers 75 401k Plan)
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, Plumbers 75 401k Profit Sharing Plan is a benefit plan reported by Board Of Trustees Of The Plumbers 75 401k Plan under EIN 39-1712806 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,381 participants and $60,172,364 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Plumbers 75 401k Plan
- EIN
- 39-1712806
- Plan number
- 001
- Plan type
- 1
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 1,381
- End-of-year plan assets
- $60,172,364
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,381 | H, C | 20241015213631NAL0017250131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,172,364
- Total liabilities (EOY)
- $9,812
- Net assets (EOY)
- $60,162,552
- Net assets (BOY)
- $50,954,284
Income & contributions
- Participant contributions
- $2,139,452
- Total contributions
- $2,139,452
- Total income / additions
- $11,086,654
Expenses & distributions
- Benefits paid
- $1,763,619
- Administrative expenses
- $114,767
- Total expenses
- $1,878,386
- Net increase / (decrease)
- $9,208,268
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Captial Investment | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Benefit Plan Administration Of Wi, | NONE | $25,595 | not reported in the loaded dataset | 2023 |
| Sikich Llp | NONE | $14,125 | not reported in the loaded dataset | 2023 |
| The Previant Law Firm S.C. | NONE | $13,323 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Servic | NONE | $13,101 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Plumbers 75 401k Plan
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Strategic Captial Investment — Schedule C compensation
- Benefit Plan Administration Of Wi, — Schedule C compensation
- Sikich Llp — Schedule C compensation
- The Previant Law Firm S.C. — Schedule C compensation
- John Hancock Retirement Plan Servic — Schedule C compensation