2023 Form 5500 filing — Total Water Treatment Systems, Inc. 401(K) 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 20241010142926NAL0020336689001) for Total Water Treatment Systems, Inc. 401(K) Plan, reported by Total Water Treatment Systems, Inc. under EIN 39-1767752 and plan number 002. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010142926NAL0020336689001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Total Water Treatment Systems, Inc.
- EIN
- 39-1767752
- Plan number
- 002
- Location
- Madison, WI
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,987,841
- Total liabilities (EOY)
- $6,040
- Net assets (EOY)
- $4,981,801
- Employer contributions
- $13,084
- Participant contributions
- $735,785
- Total income / additions
- $1,593,545
- Benefits paid
- $312,362
- Administrative expenses
- $65,499
- Total expenses
- $378,190
- Net increase / (decrease)
- $1,215,355
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Private Advisor Group | INVESTMENT ADVISOR | $22,619 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $16,975 | $0 |
| Ascensus Holdings, Inc. | CONTRACT ADMIN | $1,275 | not reported in the loaded dataset |
| Empower Advisory Group | INV. MANAGER | $78 | not reported in the loaded dataset |