Plumbers & Steamfitters 150 Profit Sharing Fund — Form 5500 plan (Plumbers & Steamfitters 150 Profit Sharing 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, Plumbers & Steamfitters 150 Profit Sharing Fund is a benefit plan reported by Plumbers & Steamfitters 150 Profit Sharing Fund under EIN 47-0892851 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,603 participants and $27,407,959 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Steamfitters 150 Profit Sharing Fund
- EIN
- 47-0892851
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,603
- End-of-year plan assets
- $27,407,959
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,603 | H, C | 20241013221506NAL0012678627002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,407,959
- Total liabilities (EOY)
- $54,284
- Net assets (EOY)
- $27,353,675
- Net assets (BOY)
- $22,053,906
Income & contributions
- Employer contributions
- $2,482,281
- Total contributions
- $2,482,281
- Total income / additions
- $6,640,061
Expenses & distributions
- Benefits paid
- $1,184,505
- Administrative expenses
- $155,787
- Total expenses
- $1,340,292
- Net increase / (decrease)
- $5,299,769
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Retirement | NONE | $102,009 | $0 | 2023 |
| Southern Benefit Administrators | NONE | $25,082 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Daniels Irwin & Aylor | NONE | $8,250 | not reported in the loaded dataset | 2023 |
| Arnall Golden Gregory Llp | NONE | $3,902 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Steamfitters 150 Profit Sharing Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Empower Retirement — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Daniels Irwin & Aylor — Schedule C compensation
- Arnall Golden Gregory Llp — Schedule C compensation