20/20 Plumbing & Heating, Inc. 401(K) Plan — Form 5500 plan (20/20 Plumbing & Heating, 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, 20/20 Plumbing & Heating, Inc. 401(K) Plan is a benefit plan reported by 20/20 Plumbing & Heating, Inc. under EIN 47-2642440 and plan number 001. The latest loaded filing year is 2023. The filing reports 955 participants and $16,613,496 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- 20/20 Plumbing & Heating, Inc.
- EIN
- 47-2642440
- Plan number
- 001
- Plan type
- 2
- Location
- Riverside, CA
- Latest filing year
- 2023
- Participants
- 955
- End-of-year plan assets
- $16,613,496
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 955 | H, C | 20241015142323NAL0028749697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,613,496
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,613,496
- Net assets (BOY)
- $14,351,808
Income & contributions
- Employer contributions
- $2,005,180
- Participant contributions
- $1,056,382
- Total contributions
- $3,078,861
- Total income / additions
- $5,335,969
Expenses & distributions
- Benefits paid
- $2,952,288
- Administrative expenses
- $121,993
- Total expenses
- $3,074,281
- Net increase / (decrease)
- $2,261,688
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $53,831 | $0 | 2023 |
| Cavu Wealth Management Inc | INVESTMENT ADVISOR | $19,730 | not reported in the loaded dataset | 2023 |
| Economic Group Pension Services | CONTRACT ADMIN | $19,730 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $9,016 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for 20/20 Plumbing & Heating, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Riverside, CA
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Cavu Wealth Management Inc — Schedule C compensation
- Economic Group Pension Services — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation