Gem Plumbing And Heating Co., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Gem Plumbing And Heating Co., 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, Gem Plumbing And Heating Co., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Gem Plumbing And Heating Co., Inc. under EIN 05-0400832 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,056 participants and $26,448,241 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gem Plumbing And Heating Co., Inc.
- EIN
- 05-0400832
- Plan number
- 002
- Plan type
- 2
- Location
- Lincoln, RI
- Latest filing year
- 2023
- Participants
- 1,056
- End-of-year plan assets
- $26,448,241
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,056 | H, C | 20241015191150NAL0049495872001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,448,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,448,241
- Net assets (BOY)
- $22,504,891
Income & contributions
- Employer contributions
- $658,467
- Participant contributions
- $2,633,826
- Total contributions
- $3,742,477
- Total income / additions
- $6,542,333
Expenses & distributions
- Benefits paid
- $2,366,511
- Administrative expenses
- $182,373
- Total expenses
- $2,579,607
- Net increase / (decrease)
- $3,962,726
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sergio Decurtis | 0 | $39,016 | not reported in the loaded dataset | 2023 |
| New England Pension Plan Systems, L | 0 | $37,846 | not reported in the loaded dataset | 2023 |
| New England Pension Plan Systems, L | 0 | $31,213 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | 0 | $26,010 | not reported in the loaded dataset | 2023 |
| New England Investment Consultants | 0 | $20,808 | not reported in the loaded dataset | 2023 |
| Jardim & Marottta, LLC | 0 | $15,150 | not reported in the loaded dataset | 2023 |
| New England Pension Plan Systems, L | 0 | $7,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gem Plumbing And Heating Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Lincoln, RI
- Sergio Decurtis — Schedule C compensation
- New England Pension Plan Systems, L — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- New England Investment Consultants — Schedule C compensation
- Jardim & Marottta, LLC — Schedule C compensation