Plan5500

2023 Form 5500 filing — U.A. Plumbers & Steamfitters Defined Contribution And 401(K) Plan Of Texas

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 20241004100120NAL0005604131003) for U.A. Plumbers & Steamfitters Defined Contribution And 401(K) Plan Of Texas, reported by U.A. Plumbers & Steamfitters Defined Contribution And 401(K) Plan Of T under EIN 31-1524293 and plan number 001. It reports 4,003 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241004100120NAL0005604131003
Filing year
2023
Form type
1
Plan sponsor
U.A. Plumbers & Steamfitters Defined Contribution And 401(K) Plan Of T
EIN
31-1524293
Plan number
001
Location
Richardson, TX
Participants
4,003
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$30,368,618
Total liabilities (EOY)
$0
Net assets (EOY)
$30,368,618
Employer contributions
$1,804,882
Participant contributions
$1,326,149
Total income / additions
$6,796,488
Benefits paid
$1,021,950
Administrative expenses
$438,098
Total expenses
$1,460,048
Net increase / (decrease)
$5,336,440
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Comsal IncNONE$160,602not reported in the loaded dataset
Southwest Service AdministratorNONE$93,844not reported in the loaded dataset
Rbc Capital MarketsNONE$90,278not reported in the loaded dataset
Harper & Pearson Company, P.C.NONE$49,600not reported in the loaded dataset
Conner & Winters, LlpNONE$13,794not reported in the loaded dataset

Related Form 5500 pages