2023 Form 5500 filing — Pioneer Telephone Cooperative, Inc. 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 20240913163504NAL0006140835001) for Pioneer Telephone Cooperative, Inc. 401(K) Plan, reported by Pioneer Telephone Cooperative, Inc. under EIN 73-0618715 and plan number 006. It reports 651 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913163504NAL0006140835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pioneer Telephone Cooperative, Inc.
- EIN
- 73-0618715
- Plan number
- 006
- Location
- Kingfisher, OK
- Participants
- 651
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $154,212,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $154,212,232
- Employer contributions
- $4,765,260
- Participant contributions
- $1,396,235
- Total income / additions
- $27,013,536
- Benefits paid
- $11,504,125
- Administrative expenses
- $130,000
- Total expenses
- $11,635,344
- Net increase / (decrease)
- $15,378,192
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bancfirst | TRUSTEE | $75,000 | not reported in the loaded dataset |
| Mcafee & Taft | ATTORNEY | $30,000 | not reported in the loaded dataset |
| Burns Wealth Management Dba Exencia | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |