Plan5500

Plumbers Supply Co. 401(K) Plan — Form 5500 plan (Plumbers Supply Co.)

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 Supply Co. 401(K) Plan is a benefit plan reported by Plumbers Supply Co. under EIN 61-0310025 and plan number 002. The latest loaded filing year is 2023. The filing reports 363 participants and $19,659,127 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Plumbers Supply Co.
EIN
61-0310025
Plan number
002
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
363
End-of-year plan assets
$19,659,127

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023363H, C20240814101243NAL0006731395001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,659,127
Total liabilities (EOY)
$0
Net assets (EOY)
$19,659,127
Net assets (BOY)
$16,619,791

Income & contributions

Employer contributions
$567,102
Participant contributions
$1,640,852
Total contributions
$2,259,080
Total income / additions
$5,214,678

Expenses & distributions

Benefits paid
$2,075,301
Administrative expenses
$100,041
Total expenses
$2,175,342
Net increase / (decrease)
$3,039,336

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$48,972$02023
Argi Investment Services LLCADVISOR$39,885not reported in the loaded dataset2023
Cerity Partners Retirement PlanADVISOR$8,463not reported in the loaded dataset2023

Related Form 5500 pages