2023 Form 5500 filing — International Association Of Plumbing & Mechanical Officials 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 20241015135507NAL0028655313001) for International Association Of Plumbing & Mechanical Officials 401(K) Plan, reported by International Association Of Plumbing & Mechanical Officials under EIN 95-1603192 and plan number 002. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135507NAL0028655313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- International Association Of Plumbing & Mechanical Officials
- EIN
- 95-1603192
- Plan number
- 002
- Location
- Ontario, CA
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,153,020
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,153,020
- Employer contributions
- $3,366,089
- Participant contributions
- $2,151,965
- Total income / additions
- $16,387,842
- Benefits paid
- $2,756,765
- Administrative expenses
- $90,043
- Total expenses
- $2,851,442
- Net increase / (decrease)
- $13,536,400
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Wealth Advisors Dba Pacific | INVESTMENT ADVISOR | $51,674 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $35,213 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,356 | not reported in the loaded dataset |