U.A. Plumbers & Steamfitters Defined Contribution And 401(K) Plan Of Texas — Form 5500 plan (U.A. Plumbers & Steamfitters Defined Contribution And 401(K) Plan Of T)
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, U.A. Plumbers & Steamfitters Defined Contribution And 401(K) Plan Of Texas is a benefit plan reported by U.A. Plumbers & Steamfitters Defined Contribution And 401(K) Plan Of T under EIN 31-1524293 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,003 participants and $30,368,618 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- U.A. Plumbers & Steamfitters Defined Contribution And 401(K) Plan Of T
- EIN
- 31-1524293
- Plan number
- 001
- Plan type
- 1
- Location
- Richardson, TX
- Latest filing year
- 2023
- Participants
- 4,003
- End-of-year plan assets
- $30,368,618
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,003 | H, C | 20241004100120NAL0005604131003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,368,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,368,618
- Net assets (BOY)
- $25,032,178
Income & contributions
- Employer contributions
- $1,804,882
- Participant contributions
- $1,326,149
- Total contributions
- $3,131,031
- Total income / additions
- $6,796,488
Expenses & distributions
- Benefits paid
- $1,021,950
- Administrative expenses
- $438,098
- Total expenses
- $1,460,048
- Net increase / (decrease)
- $5,336,440
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Comsal Inc | NONE | $160,602 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrator | NONE | $93,844 | not reported in the loaded dataset | 2023 |
| Rbc Capital Markets | NONE | $90,278 | not reported in the loaded dataset | 2023 |
| Harper & Pearson Company, P.C. | NONE | $49,600 | not reported in the loaded dataset | 2023 |
| Conner & Winters, Llp | NONE | $13,794 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for U.A. Plumbers & Steamfitters Defined Contribution And 401(K) Plan Of T
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Richardson, TX
- Comsal Inc — Schedule C compensation
- Southwest Service Administrator — Schedule C compensation
- Rbc Capital Markets — Schedule C compensation
- Harper & Pearson Company, P.C. — Schedule C compensation
- Conner & Winters, Llp — Schedule C compensation