Salary Reduction Profit Sharing Plan Retirement Trust Of Monroe Plumbing & Heating Co. — Form 5500 plan (Monroe Plumbing & Heating Company)

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, Salary Reduction Profit Sharing Plan Retirement Trust Of Monroe Plumbing & Heating Co. is a benefit plan reported by Monroe Plumbing & Heating Company under EIN 38-1296178 and plan number 002. The latest loaded filing year is 2023. The filing reports 13 participants and $18,821,703 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.8MPlan net assets, end of year$18,821,703
Participants13Covered participants reported
Assets / participant$1.4MComputed: assets ÷ participants$1,447,823 (computed)
Provider compensationNone reported
Plan sponsor
Monroe Plumbing & Heating Company
EIN
38-1296178
Plan number
002
Plan type
2
Location
Monroe, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313I20240620151506NAL0001006819001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$18.8M total assets
Net assets$18.8MLiabilities
Money in vs. money out
Total income / additions$1.4M
Total expenses$329.8K
Benefits paid / distributions$328.9K
Contributions
Employer$437.6K
Participant$39.8K
Full reported line items

Net assets

Total assets (EOY)
$18,821,703
Net assets (EOY)
$18,821,703
Net assets (BOY)
$17,742,543

Income & contributions

Employer contributions
$437,560
Participant contributions
$39,817
Total income / additions
$1,408,941

Expenses & distributions

Benefits paid
$328,911
Administrative expenses
$870
Total expenses
$329,781
Net increase / (decrease)
$1,079,160
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 92%Participant 8%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income23%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages