Rockford Pipe Trades Industry 401k Plan — Form 5500 plan (Bd Of Trustees Of The Rockford Pipe Trades Industry 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, Rockford Pipe Trades Industry 401k Plan is a benefit plan reported by Bd Of Trustees Of The Rockford Pipe Trades Industry 401k Plan under EIN 39-1951674 and plan number 002. The latest loaded filing year is 2023. The filing reports 719 participants and $43,598,303 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Of The Rockford Pipe Trades Industry 401k Plan
- EIN
- 39-1951674
- Plan number
- 002
- Plan type
- 1
- Location
- Rockford, IL
- Latest filing year
- 2023
- Participants
- 719
- End-of-year plan assets
- $43,598,303
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 719 | H, C | 20240917145020NAL0001172531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,598,303
- Total liabilities (EOY)
- $425,087
- Net assets (EOY)
- $43,173,216
- Net assets (BOY)
- $35,233,034
Income & contributions
- Employer contributions
- $2,484,025
- Participant contributions
- $2,501,065
- Total contributions
- $5,030,802
- Total income / additions
- $10,971,452
Expenses & distributions
- Benefits paid
- $2,877,500
- Administrative expenses
- $153,770
- Total expenses
- $3,031,270
- Net increase / (decrease)
- $7,940,182
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | NONE | $67,727 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $25,324 | not reported in the loaded dataset | 2023 |
| Strategic Capital Inv. Advisors | NONE | $23,125 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $9,874 | not reported in the loaded dataset | 2023 |
| Benefits Management Group, Inc. | NONE | $7,914 | not reported in the loaded dataset | 2023 |
| Johnson & Krol LLC | NONE | $7,179 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $2,066 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Of The Rockford Pipe Trades Industry 401k Plan
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rockford, IL
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Strategic Capital Inv. Advisors — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Benefits Management Group, Inc. — Schedule C compensation
- Johnson & Krol LLC — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation