2023 Form 5500 filing — Central Plumbing And Heating, Inc 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 20240925155924NAL0025834976001) for Central Plumbing And Heating, Inc 401k Profit Sharing Plan, reported by Central Plumbing And Heating Co Inc under EIN 81-0285765 and plan number 003. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925155924NAL0025834976001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Central Plumbing And Heating Co Inc
- EIN
- 81-0285765
- Plan number
- 003
- Location
- Great Falls, MT
- Participants
- 244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,471,597
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,471,597
- Employer contributions
- $1,296,425
- Participant contributions
- $798,550
- Total income / additions
- $4,436,374
- Benefits paid
- $536,269
- Administrative expenses
- $35,682
- Total expenses
- $571,951
- Net increase / (decrease)
- $3,864,423
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $98,494 | $0 |
| Rbc Capital Markets LLC | BROKER/ADVISER | $0 | $64,015 |
| Jccs, Pc | CONTRACT ADMIN | $4,650 | $10,000 |