International Association Of Plumbing & Mechanical Officials 401(K) Plan — Form 5500 plan (International Association Of Plumbing & Mechanical Officials)
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, International Association Of Plumbing & Mechanical Officials 401(K) Plan is a benefit plan reported by International Association Of Plumbing & Mechanical Officials under EIN 95-1603192 and plan number 002. The latest loaded filing year is 2023. The filing reports 262 participants and $76,153,020 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Association Of Plumbing & Mechanical Officials
- EIN
- 95-1603192
- Plan number
- 002
- Plan type
- 2
- Location
- Ontario, CA
- Latest filing year
- 2023
- Participants
- 262
- End-of-year plan assets
- $76,153,020
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 262 | H, C | 20241015135507NAL0028655313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,153,020
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,153,020
- Net assets (BOY)
- $62,616,620
Income & contributions
- Employer contributions
- $3,366,089
- Participant contributions
- $2,151,965
- Total contributions
- $5,610,703
- Total income / additions
- $16,387,842
Expenses & distributions
- Benefits paid
- $2,756,765
- Administrative expenses
- $90,043
- Total expenses
- $2,851,442
- Net increase / (decrease)
- $13,536,400
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Wealth Advisors Dba Pacific | INVESTMENT ADVISOR | $51,674 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $35,213 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,356 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Association Of Plumbing & Mechanical Officials
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Ontario, CA
- Pacific Wealth Advisors Dba Pacific — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation