2023 Form 5500 filing — Price Brothers Management Company 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 20240919084544NAL0005853409001) for Price Brothers Management Company 401(K) Plan, reported by Price Brothers Management Company under EIN 48-1029582 and plan number 002. It reports 378 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)$9.6MReported net assets$9,603,644

Participants378

Provider compensation$41.8K3 Schedule C row(s)$41,761

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240919084544NAL0005853409001
Plan sponsor: Price Brothers Management Company
EIN: 48-1029582
Plan number: 002
Location: Overland Park, KS
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$9.6M total assets

Net assets$9.6MLiabilities$0

Money in vs. money out

Total income / additions$2.6M

Total expenses$897.4K

Benefits paid / distributions$865.2K

Contributions

Employer$332.5K

Participant$911.8K

Full reported line items

Total assets (EOY): $9,603,644
Total liabilities (EOY): $0
Net assets (EOY): $9,603,644
Employer contributions: $332,541
Participant contributions: $911,844
Total income / additions: $2,616,695
Benefits paid: $865,182
Administrative expenses: $25,247
Total expenses: $897,393
Net increase / (decrease): $1,719,302

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$25.2K
CONTRACT ADMINISTRATOR · Direct $25.2K · Indirect $0
2
Wells Fargo Advisors Ins Agency LLC$16.5K
OTHER SERVICES · Direct $0 · Indirect $16.5K
3
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240919084544NAL0005853409001 cover?: It is the 2023 Form 5500 filing for Price Brothers Management Company 401(K) Plan, reported by Price Brothers Management Company (EIN 48-1029582).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).