2023 Form 5500 filing — Pioneer Incorporated Employee 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 20240819170929NAL0001106435001) for Pioneer Incorporated Employee 401(K) Plan, reported by Pioneer Incorporated under EIN 38-6061916 and plan number 002. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$18.4MReported net assets$18,445,233
Participants265
Provider compensation$30.8K4 Schedule C row(s)$30,838
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240819170929NAL0001106435001
- Plan sponsor
- Pioneer Incorporated
- EIN
- 38-6061916
- Plan number
- 002
- Location
- Grand Rapids, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$18.4M total assets
Net assets$18.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $18,445,233
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,445,233
- Employer contributions
- $180,453
- Participant contributions
- $982,868
- Total income / additions
- $3,913,897
- Benefits paid
- $803,915
- Administrative expenses
- $64,599
- Total expenses
- $877,599
- Net increase / (decrease)
- $3,036,298
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Midwest Capital Advisors, LLC | RIA | $20,008 | not reported in the loaded dataset |
| Cetera Advisor Networks LLC | RIA | $3,992 | not reported in the loaded dataset |
| Beene Garter, A Doeren Mayhew Firm | TPA | $3,728 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $3,110 | $0 |