Confidence Plumbing Company Profit Sharing Plan — Form 5500 plan (Confidence Plumbing Company, 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, Confidence Plumbing Company Profit Sharing Plan is a benefit plan reported by Confidence Plumbing Company, Inc. under EIN 84-1073735 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $3,360,925 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Confidence Plumbing Company, Inc.
- EIN
- 84-1073735
- Plan number
- 001
- Plan type
- 2
- Location
- Englewood, CO
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $3,360,925
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20241001161633NAL0007444369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,360,925
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,360,925
- Net assets (BOY)
- $3,006,615
Income & contributions
- Employer contributions
- $164,540
- Total contributions
- $164,540
- Total income / additions
- $557,938
Expenses & distributions
- Benefits paid
- $196,530
- Administrative expenses
- $7,098
- Total expenses
- $203,628
- Net increase / (decrease)
- $354,310
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tpa Services, Inc. | RECORDKEEPER | $5,441 | $0 | 2023 |
| Transamerica Financial Life Ins Co | RECORDKEEPER | $1,038 | $0 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY PLAN | $620 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Confidence Plumbing Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Englewood, CO
- Tpa Services, Inc. — Schedule C compensation
- Transamerica Financial Life Ins Co — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation