2023 Form 5500 filing — P.J. Wallbank Springs Inc. 401(K)
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240624073249NAL0005742945001) for P.J. Wallbank Springs Inc. 401(K), reported by P.J. Wallbank Springs, Inc. under EIN 38-0203607 and plan number 001. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240624073249NAL0005742945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- P.J. Wallbank Springs, Inc.
- EIN
- 38-0203607
- Plan number
- 001
- Location
- Port Huron, MI
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,184,349
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,184,349
- Employer contributions
- $246,653
- Participant contributions
- $439,101
- Total income / additions
- $1,749,079
- Benefits paid
- $1,238,838
- Administrative expenses
- $20,908
- Total expenses
- $1,259,746
- Net increase / (decrease)
- $489,333
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $20,908 | $0 |