2023 Form 5500 filing — 31-W Insulation Co., Inc. Profit Sharing And Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730143102NAL0020917057001) for 31-W Insulation Co., Inc. Profit Sharing And Retirement Savings Plan, reported by 31-W Insulation Co., Inc. under EIN 62-1037670 and plan number 001. It reports 662 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$12.7MReported net assets$12,680,632
Participants662
Provider compensation$57.7K4 Schedule C row(s)$57,674
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240730143102NAL0020917057001
- Plan sponsor
- 31-W Insulation Co., Inc.
- EIN
- 62-1037670
- Plan number
- 001
- Location
- Goodlettsville, TN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$12.7M total assets
Net assets$12.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,680,632
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,680,632
- Employer contributions
- $350,000
- Participant contributions
- $939,207
- Total income / additions
- $3,003,161
- Benefits paid
- $260,530
- Administrative expenses
- $57,623
- Total expenses
- $361,651
- Net increase / (decrease)
- $2,641,510
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $34,928 | $2 |
| Ppa/Tpa | TPA | $16,998 | not reported in the loaded dataset |
| Leafhouse Financial Advisors LLC | BROKER | $5,746 | not reported in the loaded dataset |
| Cetera Advisor Networks LLC | BROKER | $0 | $0 |