Genz-Ryan Plumbing & Heating Company 401(K) Profit Sharing Plan — Form 5500 plan (Genz-Ryan 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, Genz-Ryan Plumbing & Heating Company 401(K) Profit Sharing Plan is a benefit plan reported by Genz-Ryan Plumbing & Heating Company under EIN 41-0684554 and plan number 001. The latest loaded filing year is 2023. The filing reports 626 participants and $6,076,966 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Genz-Ryan Plumbing & Heating Company
EIN
41-0684554
Plan number
001
Plan type
2
Location
Burnsville, MN
Latest filing year
2023
Participants
626
End-of-year plan assets
$6,076,966

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023626H, C20241015141817NAL0029943185001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,076,966
Total liabilities (EOY)
$0
Net assets (EOY)
$6,076,966
Net assets (BOY)
$6,031,074

Income & contributions

Employer contributions
$138,453
Participant contributions
$264,082
Total contributions
$402,535
Total income / additions
$1,305,688

Expenses & distributions

Benefits paid
$1,177,655
Administrative expenses
$82,141
Total expenses
$1,259,796
Net increase / (decrease)
$45,892

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$44,008$02023
Futureplan By AscensusTPA$38,133not reported in the loaded dataset2023

Related Form 5500 pages