2023 Form 5500 filing — Plumbers & Steamfitters 150 Profit Sharing Fund
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 20241013221506NAL0012678627002) for Plumbers & Steamfitters 150 Profit Sharing Fund, reported by Plumbers & Steamfitters 150 Profit Sharing Fund under EIN 47-0892851 and plan number 001. It reports 1,603 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013221506NAL0012678627002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Steamfitters 150 Profit Sharing Fund
- EIN
- 47-0892851
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 1,603
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,407,959
- Total liabilities (EOY)
- $54,284
- Net assets (EOY)
- $27,353,675
- Employer contributions
- $2,482,281
- Total income / additions
- $6,640,061
- Benefits paid
- $1,184,505
- Administrative expenses
- $155,787
- Total expenses
- $1,340,292
- Net increase / (decrease)
- $5,299,769
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Retirement | NONE | $102,009 | $0 |
| Southern Benefit Administrators | NONE | $25,082 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $10,000 | not reported in the loaded dataset |
| Daniels Irwin & Aylor | NONE | $8,250 | not reported in the loaded dataset |
| Arnall Golden Gregory Llp | NONE | $3,902 | not reported in the loaded dataset |