West Michigan Plumbers Fitters & Service Trades Local Union No 174 401(K) Retirement Savings Plan — Form 5500 plan (Board Of Trustees West Mi Plumbers Local Union No 174 401(K) Plan)
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, West Michigan Plumbers Fitters & Service Trades Local Union No 174 401(K) Retirement Savings Plan is a benefit plan reported by Board Of Trustees West Mi Plumbers Local Union No 174 401(K) Plan under EIN 38-1796240 and plan number 002. The latest loaded filing year is 2023. The filing reports 941 participants and $48,895,856 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees West Mi Plumbers Local Union No 174 401(K) Plan
- EIN
- 38-1796240
- Plan number
- 002
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 941
- End-of-year plan assets
- $48,895,856
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 941 | H, C | 20250411160016NAL0046873266003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,895,856
- Total liabilities (EOY)
- $39,850
- Net assets (EOY)
- $48,856,006
- Net assets (BOY)
- $42,487,853
Income & contributions
- Employer contributions
- $2,120,122
- Participant contributions
- $605,847
- Total contributions
- $2,725,969
- Total income / additions
- $8,886,605
Expenses & distributions
- Benefits paid
- $2,302,175
- Administrative expenses
- $216,277
- Total expenses
- $2,518,452
- Net increase / (decrease)
- $6,368,153
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Novara, Tesija & Catenacci, Pllc | NONE | $50,200 | not reported in the loaded dataset | 2023 |
| Solxsys Administrative Solutions | NONE | $42,103 | not reported in the loaded dataset | 2023 |
| Macqueen & Associates LLC | NONE | $13,892 | $2,076 | 2023 |
| Marquette Associates | NONE | $15,563 | not reported in the loaded dataset | 2023 |
| Bultynck & Co., P.L.L.C. | NONE | $13,700 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $5,265 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees West Mi Plumbers Local Union No 174 401(K) Plan
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Novara, Tesija & Catenacci, Pllc — Schedule C compensation
- Solxsys Administrative Solutions — Schedule C compensation
- Macqueen & Associates LLC — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Bultynck & Co., P.L.L.C. — Schedule C compensation
- Milliman, Inc. — Schedule C compensation