2023 Form 5500 filing — J. R. Pierce Plumbing Company 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 20241007131325NAL0031795474001) for J. R. Pierce Plumbing Company Profit Sharing Plan, reported by J. R. Pierce Plumbing Co., Inc. Of Sacramento under EIN 94-1571374 and plan number 002. It reports 868 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007131325NAL0031795474001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J. R. Pierce Plumbing Co., Inc. Of Sacramento
- EIN
- 94-1571374
- Plan number
- 002
- Location
- Rocklin, CA
- Participants
- 868
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,428,334
- Total liabilities (EOY)
- $43,152
- Net assets (EOY)
- $11,385,182
- Employer contributions
- $62,813
- Participant contributions
- $1,312,015
- Total income / additions
- $2,941,097
- Benefits paid
- $477,177
- Administrative expenses
- $94,586
- Total expenses
- $571,763
- Net increase / (decrease)
- $2,369,334
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $65,686 | $8 |
| Cambridge Investment Research, Inc. | NONE | $16,000 | not reported in the loaded dataset |
| Bfba | NONE | $12,900 | not reported in the loaded dataset |