2023 Form 5500 filing — Private Industry Council Retirement Savings 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 20240809102759NAL0006130945001) for Private Industry Council Retirement Savings Plan, reported by Private Industry Council Of Westmoreland/Fayette Inc. under EIN 25-1453441 and plan number 001. It reports 411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809102759NAL0006130945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Private Industry Council Of Westmoreland/Fayette Inc.
- EIN
- 25-1453441
- Plan number
- 001
- Location
- Greensburg, PA
- Participants
- 411
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,767,832
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,767,832
- Employer contributions
- $419,253
- Participant contributions
- $617,484
- Total income / additions
- $2,559,679
- Benefits paid
- $1,465,009
- Administrative expenses
- $57,435
- Total expenses
- $1,522,444
- Net increase / (decrease)
- $1,037,235
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | RIA | $10,605 | not reported in the loaded dataset |
| Cetera Investment Advisers LLC | RIA | $5,184 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $2,300 | $0 |