Total Water Treatment Systems, Inc. 401(K) Plan — Form 5500 plan (Total Water Treatment Systems, 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, Total Water Treatment Systems, Inc. 401(K) Plan is a benefit plan reported by Total Water Treatment Systems, Inc. under EIN 39-1767752 and plan number 002. The latest loaded filing year is 2023. The filing reports 161 participants and $4,987,841 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Total Water Treatment Systems, Inc.
- EIN
- 39-1767752
- Plan number
- 002
- Plan type
- 3
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $4,987,841
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20241010142926NAL0020336689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,987,841
- Total liabilities (EOY)
- $6,040
- Net assets (EOY)
- $4,981,801
- Net assets (BOY)
- $3,766,446
Income & contributions
- Employer contributions
- $13,084
- Participant contributions
- $735,785
- Total contributions
- $832,059
- Total income / additions
- $1,593,545
Expenses & distributions
- Benefits paid
- $312,362
- Administrative expenses
- $65,499
- Total expenses
- $378,190
- Net increase / (decrease)
- $1,215,355
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Private Advisor Group | INVESTMENT ADVISOR | $22,619 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $16,975 | $0 | 2023 |
| Ascensus Holdings, Inc. | CONTRACT ADMIN | $1,275 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INV. MANAGER | $78 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Total Water Treatment Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Private Advisor Group — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Ascensus Holdings, Inc. — Schedule C compensation
- Empower Advisory Group — Schedule C compensation