Certco, Inc. Union Savings Plan — Form 5500 plan (Certco, 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, Certco, Inc. Union Savings Plan is a benefit plan reported by Certco, Inc. under EIN 39-0203490 and plan number 003. The latest loaded filing year is 2023. The filing reports 242 participants and $7,624,199 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Certco, Inc.
- EIN
- 39-0203490
- Plan number
- 003
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 242
- End-of-year plan assets
- $7,624,199
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 242 | H, C | 20240718135650NAL0005650257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,624,199
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,624,199
- Net assets (BOY)
- $5,512,862
Income & contributions
- Employer contributions
- $436,808
- Participant contributions
- $1,087,920
- Total contributions
- $1,534,132
- Total income / additions
- $2,576,592
Expenses & distributions
- Benefits paid
- $398,558
- Administrative expenses
- $52,485
- Total expenses
- $451,043
- Net increase / (decrease)
- $2,125,549
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $49,981 | $0 | 2023 |
| Us Bancorp Investments Inc | BROKER/ADVISER | $0 | $6,201 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,288 | not reported in the loaded dataset | 2023 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $1,910 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Certco, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Empower Annuity Insurance Company O — Schedule C compensation
- Us Bancorp Investments Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation