J. R. Pierce Plumbing Company Profit Sharing Plan — Form 5500 plan (J. R. Pierce Plumbing Co., Inc. Of Sacramento)
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, J. R. Pierce Plumbing Company Profit Sharing Plan is a benefit plan reported by J. R. Pierce Plumbing Co., Inc. Of Sacramento under EIN 94-1571374 and plan number 002. The latest loaded filing year is 2023. The filing reports 868 participants and $11,428,334 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J. R. Pierce Plumbing Co., Inc. Of Sacramento
- EIN
- 94-1571374
- Plan number
- 002
- Plan type
- 2
- Location
- Rocklin, CA
- Latest filing year
- 2023
- Participants
- 868
- End-of-year plan assets
- $11,428,334
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 868 | H, C | 20241007131325NAL0031795474001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,428,334
- Total liabilities (EOY)
- $43,152
- Net assets (EOY)
- $11,385,182
- Net assets (BOY)
- $9,015,848
Income & contributions
- Employer contributions
- $62,813
- Participant contributions
- $1,312,015
- Total contributions
- $1,374,828
- Total income / additions
- $2,941,097
Expenses & distributions
- Benefits paid
- $477,177
- Administrative expenses
- $94,586
- Total expenses
- $571,763
- Net increase / (decrease)
- $2,369,334
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $65,686 | $8 | 2023 |
| Cambridge Investment Research, Inc. | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| Bfba | NONE | $12,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J. R. Pierce Plumbing Co., Inc. Of Sacramento
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Rocklin, CA
- Stancorp Financial Group — Schedule C compensation
- Cambridge Investment Research, Inc. — Schedule C compensation
- Bfba — Schedule C compensation