2023 Form 5500 filing — Pella Windows & Doors Mountain West 401(K) 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 20240830155116NAL0015069521001) for Pella Windows & Doors Mountain West 401(K) Retirement Savings Plan, reported by Freebird Desert Mountain Company, LLC under EIN 46-4337981 and plan number 001. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830155116NAL0015069521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Freebird Desert Mountain Company, LLC
- EIN
- 46-4337981
- Plan number
- 001
- Location
- Gilbert, AZ
- Participants
- 203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,642,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,642,230
- Employer contributions
- $128,986
- Participant contributions
- $1,247,610
- Total income / additions
- $3,115,845
- Benefits paid
- $1,512,990
- Administrative expenses
- $55,302
- Total expenses
- $1,568,292
- Net increase / (decrease)
- $1,547,553
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,395 | $0 |
| Kdv Wealth Management, LLC | INVESTMENT ADVISOR | $25,905 | not reported in the loaded dataset |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $4,544 | not reported in the loaded dataset |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | -$132 | $4,281 |