2023 Form 5500 filing — Fabsco Shell And Tube, LLC 401(K) 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 20241010142127NAL0011593155001) for Fabsco Shell And Tube, LLC 401(K) Profit Sharing Plan, reported by Fabsco Shell And Tube LLC under EIN 73-1516707 and plan number 001. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010142127NAL0011593155001
Filing year
2023
Form type
2
Plan sponsor
Fabsco Shell And Tube LLC
EIN
73-1516707
Plan number
001
Location
Tulsa, OK
Participants
199
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$5,325,879
Total liabilities (EOY)
$0
Net assets (EOY)
$5,325,879
Employer contributions
$155,002
Participant contributions
$399,175
Total income / additions
$1,266,389
Benefits paid
$510,691
Administrative expenses
$18,285
Total expenses
$528,976
Net increase / (decrease)
$737,413
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Capital Advisors IncADVISOR$12,135not reported in the loaded dataset
Conklin - Gilpin - WertzACCOUNTANT/AUDITOR$6,000not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$150$0

Related Form 5500 pages