Tubelitedenco 401(K) Profit Sharing Plan — Form 5500 plan (Tubelite Enterprises LLC)
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, Tubelitedenco 401(K) Profit Sharing Plan is a benefit plan reported by Tubelite Enterprises LLC under EIN 84-2410409 and plan number 333. The latest loaded filing year is 2023. The filing reports 339 participants and $772,869 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tubelite Enterprises LLC
- EIN
- 84-2410409
- Plan number
- 333
- Plan type
- 2
- Location
- Longmont, CO
- Latest filing year
- 2023
- Participants
- 339
- End-of-year plan assets
- $772,869
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 339 | H, C | 20250313164620NAL0020997937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $772,869
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $772,869
- Net assets (BOY)
- $9,077,569
Income & contributions
- Employer contributions
- $129,452
- Participant contributions
- $808,890
- Total contributions
- $938,342
- Total income / additions
- $2,371,880
Expenses & distributions
- Benefits paid
- $10,612,173
- Administrative expenses
- $62,771
- Total expenses
- $10,676,580
- Net increase / (decrease)
- -$8,304,700
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $17,129 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $16,004 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $13,960 | $0 | 2023 |
| Purvis, Gray And Company, Llp | ACCOUNTANT/AUDITOR | $11,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tubelite Enterprises LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Longmont, CO
- Jpmorgan Invest Holdings LLC — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Purvis, Gray And Company, Llp — Schedule C compensation