2023 Form 5500 filing — County Insulation Company 401k Profit Sharing 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 20240912090747NAL0014242160001) for County Insulation Company 401k Profit Sharing Plan, reported by County Insulation Company under EIN 51-0111994 and plan number 001. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912090747NAL0014242160001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- County Insulation Company
- EIN
- 51-0111994
- Plan number
- 001
- Location
- New Castle, DE
- Participants
- 180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,745,248
- Net assets (EOY)
- $11,745,248
- Employer contributions
- $221,141
- Participant contributions
- $418,013
- Total income / additions
- $1,823,820
- Benefits paid
- $320,665
- Administrative expenses
- $38,838
- Total expenses
- $359,503
- Net increase / (decrease)
- $1,464,317
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Insurance Company | CONTRACT ADMINISTRATOR | $32,352 | $0 |
| Royal Alliance Associates Inc | INVESTMENT ADVISORY | $0 | $13,569 |
| Limestone Pension Associates LLC | CONTRACT ADMINISTRATOR | $3,225 | $2,695 |