2023 Form 5500 filing — Incentive Retirement Plan For Employees Of Pc Construction Company
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 20240924091357NAL0007315715001) for Incentive Retirement Plan For Employees Of Pc Construction Company, reported by Pc Construction Company under EIN 03-0259783 and plan number 001. It reports 1,412 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924091357NAL0007315715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pc Construction Company
- EIN
- 03-0259783
- Plan number
- 001
- Location
- South Burlington, VT
- Participants
- 1,412
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $135,534,492
- Total liabilities (EOY)
- $11,826,310
- Net assets (EOY)
- $123,708,182
- Employer contributions
- $5,229,427
- Participant contributions
- $3,660,206
- Total income / additions
- $26,911,968
- Benefits paid
- $6,525,858
- Administrative expenses
- $125,322
- Total expenses
- $7,009,385
- Net increase / (decrease)
- $19,902,583
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $125,322 | $9,293 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |