Plan5500

Bill Howe Plumbing, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Bill Howe Plumbing, 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, Bill Howe Plumbing, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Bill Howe Plumbing, Inc. under EIN 33-0126972 and plan number 002. The latest loaded filing year is 2023. The filing reports 225 participants and $7,080,722 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bill Howe Plumbing, Inc.
EIN
33-0126972
Plan number
002
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
225
End-of-year plan assets
$7,080,722

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023225H, C20241015124045NAL0014645411001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,080,722
Total liabilities (EOY)
$0
Net assets (EOY)
$7,080,722
Net assets (BOY)
$6,072,825

Income & contributions

Employer contributions
$106,542
Participant contributions
$666,713
Total contributions
$773,255
Total income / additions
$1,432,164

Expenses & distributions

Benefits paid
$382,370
Administrative expenses
$41,897
Total expenses
$424,267
Net increase / (decrease)
$1,007,897

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wilsey Asset ManagementINVESTMENT$39,097not reported in the loaded dataset2023
North American Ktrade AllianceRECORDKEEPER$18,339not reported in the loaded dataset2023
National Benefit ServicesADMINISTRATION$7,609not reported in the loaded dataset2023

Related Form 5500 pages