What is the most recent Form 5500 filing year for 31-W Insulation Co., Inc. Profit Sharing And Retirement Savings Plan?

The latest Form 5500 filing year loaded for 31-W Insulation Co., Inc. Profit Sharing And Retirement Savings Plan is 2023.

How many participants does 31-W Insulation Co., Inc. Profit Sharing And Retirement Savings Plan report?

31-W Insulation Co., Inc. Profit Sharing And Retirement Savings Plan reports 662 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for 31-W Insulation Co., Inc. Profit Sharing And Retirement Savings Plan?

31-W Insulation Co., Inc. Profit Sharing And Retirement Savings Plan reports $12,680,632 in end-of-year plan assets in its latest loaded Form 5500 filing.

31-W Insulation Co., Inc. Profit Sharing And Retirement Savings Plan — Form 5500 plan (31-W Insulation Co., 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, 31-W Insulation Co., Inc. Profit Sharing And Retirement Savings Plan is a benefit plan reported by 31-W Insulation Co., Inc. under EIN 62-1037670 and plan number 001. The latest loaded filing year is 2023. The filing reports 662 participants and $12,680,632 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.7MPlan net assets, end of year$12,680,632

Participants662Covered participants reported

Assets / participant$19.2KComputed: assets ÷ participants$19,155 (computed)

Provider compensation$57.7K4 Schedule C provider row(s)$57,674

Plan sponsor: 31-W Insulation Co., Inc.
EIN: 62-1037670
Plan number: 001
Plan type: 2
Location: Goodlettsville, TN
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	662	H, C	20240730143102NAL0020917057001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12.7M total assets

Net assets$12.7MLiabilities$0

Money in vs. money out

Total income / additions$3M

Total expenses$361.7K

Benefits paid / distributions$260.5K

Contributions

Employer$350K

Participant$939.2K

Full reported line items

Net assets

Total assets (EOY): $12,680,632
Total liabilities (EOY): $0
Net assets (EOY): $12,680,632
Net assets (BOY): $10,039,122

Income & contributions

Employer contributions: $350,000
Participant contributions: $939,207
Total contributions: $1,289,207
Total income / additions: $3,003,161

Expenses & distributions

Benefits paid: $260,530
Administrative expenses: $57,623
Total expenses: $361,651
Net increase / (decrease): $2,641,510

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

27%73%

Employer 27%Participant 73%

Total expenses ÷ net assets3%Computed ratio

Benefits paid ÷ total income9%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Nationwide	RECORDKEEPER	$34,928	$2	2023
Ppa/Tpa	TPA	$16,998	not reported in the loaded dataset	2023
Leafhouse Financial Advisors LLC	BROKER	$5,746	not reported in the loaded dataset	2023
Cetera Advisor Networks LLC	BROKER	$0	$0	2023