2023 Form 5500 filing — Professional Engineering Consultants, P.A. 401(K) Retirement Plan
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 20240723134533NAL0011369233001) for Professional Engineering Consultants, P.A. 401(K) Retirement Plan, reported by Professional Engineering Consultants, P.A. under EIN 48-0699643 and plan number 001. It reports 466 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723134533NAL0011369233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Professional Engineering Consultants, P.A.
- EIN
- 48-0699643
- Plan number
- 001
- Location
- Wichita, KS
- Participants
- 466
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,136,775
- Net assets (EOY)
- $36,136,775
- Employer contributions
- $701,377
- Participant contributions
- $2,557,485
- Total income / additions
- $9,050,730
- Benefits paid
- $2,793,001
- Administrative expenses
- $77,605
- Total expenses
- $2,870,606
- Net increase / (decrease)
- $6,180,124
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $55,606 | $0 |
| Intrust Bank, Na | ACCOUNTANT | $14,000 | not reported in the loaded dataset |
| Gallagher Benefit Service Inc. | CONSULTING | $8,000 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |