County Insulation Company 401k Profit Sharing Plan — Form 5500 plan (County Insulation Company)

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, County Insulation Company 401k Profit Sharing Plan is a benefit plan reported by County Insulation Company under EIN 51-0111994 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $11,745,248 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
County Insulation Company
EIN
51-0111994
Plan number
001
Plan type
2
Location
New Castle, DE
Latest filing year
2023
Participants
180
End-of-year plan assets
$11,745,248

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023180H, C20240912090747NAL0014242160001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,745,248
Net assets (EOY)
$11,745,248
Net assets (BOY)
$10,280,931

Income & contributions

Employer contributions
$221,141
Participant contributions
$418,013
Total contributions
$639,154
Total income / additions
$1,823,820

Expenses & distributions

Benefits paid
$320,665
Administrative expenses
$38,838
Total expenses
$359,503
Net increase / (decrease)
$1,464,317

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Insurance CompanyCONTRACT ADMINISTRATOR$32,352$02023
Royal Alliance Associates IncINVESTMENT ADVISORY$0$13,5692023
Limestone Pension Associates LLCCONTRACT ADMINISTRATOR$3,225$2,6952023

Related Form 5500 pages