2023 Form 5500 filing — Plumbers 75 401k 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 20241015213631NAL0017250131001) for Plumbers 75 401k Profit Sharing Plan, reported by Board Of Trustees Of The Plumbers 75 401k Plan under EIN 39-1712806 and plan number 001. It reports 1,381 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015213631NAL0017250131001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Plumbers 75 401k Plan
- EIN
- 39-1712806
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 1,381
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,172,364
- Total liabilities (EOY)
- $9,812
- Net assets (EOY)
- $60,162,552
- Participant contributions
- $2,139,452
- Total income / additions
- $11,086,654
- Benefits paid
- $1,763,619
- Administrative expenses
- $114,767
- Total expenses
- $1,878,386
- Net increase / (decrease)
- $9,208,268
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Captial Investment | NONE | $30,000 | not reported in the loaded dataset |
| Benefit Plan Administration Of Wi, | NONE | $25,595 | not reported in the loaded dataset |
| Sikich Llp | NONE | $14,125 | not reported in the loaded dataset |
| The Previant Law Firm S.C. | NONE | $13,323 | not reported in the loaded dataset |
| John Hancock Retirement Plan Servic | NONE | $13,101 | $0 |