2023 Form 5500 filing — Bill Howe Plumbing, Inc. 401(K) Profit Sharing Plan & Trust
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 20241015124045NAL0014645411001) for Bill Howe Plumbing, Inc. 401(K) Profit Sharing Plan & Trust, reported by Bill Howe Plumbing, Inc. under EIN 33-0126972 and plan number 002. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124045NAL0014645411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bill Howe Plumbing, Inc.
- EIN
- 33-0126972
- Plan number
- 002
- Location
- San Diego, CA
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,080,722
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,080,722
- Employer contributions
- $106,542
- Participant contributions
- $666,713
- Total income / additions
- $1,432,164
- Benefits paid
- $382,370
- Administrative expenses
- $41,897
- Total expenses
- $424,267
- Net increase / (decrease)
- $1,007,897
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilsey Asset Management | INVESTMENT | $39,097 | not reported in the loaded dataset |
| North American Ktrade Alliance | RECORDKEEPER | $18,339 | not reported in the loaded dataset |
| National Benefit Services | ADMINISTRATION | $7,609 | not reported in the loaded dataset |