Money Purchase
2023 plan-year Money Purchase DOL Form 5500

OUELLETTE PLUMBING & HEATING MONEY ACCUMULATION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

OUELLETTE PLUMBING & HEATING

This Money Purchase plan holds N/A in total assets and serves 4 participants as of 2023. It is sponsored by OUELLETTE PLUMBING & HEATING in Vermont.

Total Assets (2023)
N/A
Participants
4
State
Industry
Construction

What the Filing Says About OUELLETTE PLUMBING & HEATING MONEY ACCUMULATION PLAN

OUELLETTE PLUMBING & HEATING MONEY ACCUMULATION PLAN is a Money Purchase retirement plan sponsored by OUELLETTE PLUMBING & HEATING, headquartered in Vermont. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 4 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 030217292, and the plan has been effective since 1983-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeMoney Purchase
Employer EIN030217292
Plan Effective Date1983-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (OUELLETTE PLUMBING & HEATING)

Year Plans Participants Total Assets
2022 2 4 N/A
2023 2 8 N/A
2024 2 8 N/A

Nearby Money Purchase Plans in Vermont

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Frequently Asked Questions

How much money is in the OUELLETTE PLUMBING & HEATING MONEY ACCUMULATION PLAN?
As of the 2023 Form 5500 filing, OUELLETTE PLUMBING & HEATING MONEY ACCUMULATION PLAN holds N/A in total assets with 4 participants. It is sponsored by OUELLETTE PLUMBING & HEATING.
What type of plan is OUELLETTE PLUMBING & HEATING MONEY ACCUMULATION PLAN?
OUELLETTE PLUMBING & HEATING MONEY ACCUMULATION PLAN is a Money Purchase plan. It has been effective since 1983-04-01. The plan is filed with the U.S. Department of Labor under EIN 030217292.
Who sponsors the OUELLETTE PLUMBING & HEATING MONEY ACCUMULATION PLAN?
OUELLETTE PLUMBING & HEATING MONEY ACCUMULATION PLAN is sponsored by OUELLETTE PLUMBING & HEATING, located in Vermont. The sponsor's EIN is 030217292 and the plan operates in the Construction industry.
How did OUELLETTE PLUMBING & HEATING MONEY ACCUMULATION PLAN perform in 2023?
OUELLETTE PLUMBING & HEATING MONEY ACCUMULATION PLAN held N/A in total assets at the end of 2023.
Where can I find official filings for OUELLETTE PLUMBING & HEATING MONEY ACCUMULATION PLAN?
Official Form 5500 filings for OUELLETTE PLUMBING & HEATING MONEY ACCUMULATION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 030217292 or plan name at efast.dol.gov.
How does OUELLETTE PLUMBING & HEATING MONEY ACCUMULATION PLAN compare to other plans?
You can compare OUELLETTE PLUMBING & HEATING MONEY ACCUMULATION PLAN against other Money Purchase plans on the plan type page, or view plans in Vermont on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 030217292.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.