Charlotte Pipe And Foundry Company 401(K) Retirement Savings Plan — Form 5500 plan (Charlotte Pipe And Foundry 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, Charlotte Pipe And Foundry Company 401(K) Retirement Savings Plan is a benefit plan reported by Charlotte Pipe And Foundry Company under EIN 56-0174030 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,026 participants and $257,934,888 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Charlotte Pipe And Foundry Company
EIN
56-0174030
Plan number
002
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
2,026
End-of-year plan assets
$257,934,888

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,026H, C20241014155232NAL0054301186001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$257,934,888
Total liabilities (EOY)
$0
Net assets (EOY)
$257,934,888
Net assets (BOY)
$213,798,473

Income & contributions

Employer contributions
$9,647,805
Participant contributions
$13,055,806
Total contributions
$37,878,521
Total income / additions
$68,648,902

Expenses & distributions

Benefits paid
$24,318,035
Administrative expenses
$173,517
Total expenses
$24,512,487
Net increase / (decrease)
$44,136,415

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$173,517$4092023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages