Plan5500

Plumb House, Inc. 401(K) Retirement Plan — Form 5500 plan (Plumb House, Inc.)

Plain-English plan 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, Plumb House, Inc. 401(K) Retirement Plan is a benefit plan reported by Plumb House, Inc. under EIN 04-2535487 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $13,497,035 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Plumb House, Inc.
EIN
04-2535487
Plan number
001
Plan type
2
Location
Milford, MA
Latest filing year
2023
Participants
188
End-of-year plan assets
$13,497,035

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023188H, C20240716115730NAL0003022465001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,497,035
Total liabilities (EOY)
$0
Net assets (EOY)
$13,497,035
Net assets (BOY)
$10,336,661

Income & contributions

Employer contributions
$806,498
Participant contributions
$1,037,648
Total contributions
$1,898,096
Total income / additions
$3,879,733

Expenses & distributions

Benefits paid
$684,609
Administrative expenses
$34,750
Total expenses
$719,359
Net increase / (decrease)
$3,160,374

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Pension AdvisorsN/A$30,161not reported in the loaded dataset2023

Related Form 5500 pages