2023 Form 5500 filing — Puckett Machinery Company 401(K) Retirement Savings Plan And Trust
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 20240730083441NAL0011659827001) for Puckett Machinery Company 401(K) Retirement Savings Plan And Trust, reported by Puckett Machinery Company under EIN 64-0395517 and plan number 001. It reports 515 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730083441NAL0011659827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Puckett Machinery Company
- EIN
- 64-0395517
- Plan number
- 001
- Location
- Flowood, MS
- Participants
- 515
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,512,223
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,512,223
- Employer contributions
- $964,738
- Participant contributions
- $2,300,182
- Total income / additions
- $9,552,309
- Benefits paid
- $3,113,516
- Administrative expenses
- $97,523
- Total expenses
- $3,211,039
- Net increase / (decrease)
- $6,341,270
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trustmark National Bank | TRUSTEE | $55,096 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGMT | $22,181 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $20,246 | $0 |