2023 Form 5500 filing — R.J. Kielty Plumbing, 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 20241104133025NAL0007590785001) for R.J. Kielty Plumbing, Inc. 401(K) Plan, reported by R.J. Kielty Plumbing, Inc. under EIN 59-1785733 and plan number 002. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241104133025NAL0007590785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R.J. Kielty Plumbing, Inc.
- EIN
- 59-1785733
- Plan number
- 002
- Location
- New Port Richey, FL
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,113,276
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,113,276
- Employer contributions
- $129,514
- Participant contributions
- $311,353
- Total income / additions
- $697,668
- Benefits paid
- $171,398
- Administrative expenses
- $27,628
- Total expenses
- $207,016
- Net increase / (decrease)
- $490,652
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rpg Consultants | RECORDKEEPER | $19,835 | not reported in the loaded dataset |
| Moll Wealth Management | INVESTMENT ADVISOR | $6,646 | not reported in the loaded dataset |