2023 Form 5500 filing — Power Profit Sharing 401(K) 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 20240816161633NAL0030898418001) for Power Profit Sharing 401(K) Plan, reported by Power Engineers, Inc. under EIN 82-0441340 and plan number 001. It reports 3,785 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240816161633NAL0030898418001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Power Engineers, Inc.
- EIN
- 82-0441340
- Plan number
- 001
- Location
- Hailey, ID
- Participants
- 3,785
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $513,511,302
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $513,511,302
- Employer contributions
- $16,081,069
- Participant contributions
- $32,442,816
- Total income / additions
- $123,952,719
- Benefits paid
- $28,707,077
- Administrative expenses
- $455,956
- Total expenses
- $29,174,722
- Net increase / (decrease)
- $94,777,997
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $336,886 | $0 |
| Rocaton Investment Advisors, LLC | NONE | $101,731 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $12,500 | not reported in the loaded dataset |