True View Windows And Glass Block 401(K) P/S Plan — Form 5500 plan (True View Windows And Glass 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, True View Windows And Glass Block 401(K) P/S Plan is a benefit plan reported by True View Windows And Glass LLC under EIN 85-3035744 and plan number 001. The latest loaded filing year is 2023. The filing reports 182 participants and $898,485 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
True View Windows And Glass LLC
EIN
85-3035744
Plan number
001
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
Participants
182
End-of-year plan assets
$898,485

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023182H, C20250218112551NAL0005376976001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$898,485
Total liabilities (EOY)
$1,657
Net assets (EOY)
$896,828
Net assets (BOY)
$719,642

Income & contributions

Employer contributions
$78,626
Participant contributions
$202,524
Total contributions
$281,150
Total income / additions
$413,466

Expenses & distributions

Benefits paid
$214,735
Administrative expenses
$21,545
Total expenses
$236,280
Net increase / (decrease)
$177,186

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
PaiTPA$9,275$02023
Ascensus LLCNONE$6,962$02023
Sunstone FinancialINVESTMENT ADVISOR$2,566$1,9272023
Pai TrustNONE$1,906$02023

Related Form 5500 pages