2023 Form 5500 filing — Priefert Manufacturing Co., Inc. 401(K) Retirement Trust
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 20241007092449NAL0008746579001) for Priefert Manufacturing Co., Inc. 401(K) Retirement Trust, reported by Priefert Manufacturing Company, Inc under EIN 75-1236931 and plan number 001. It reports 1,102 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007092449NAL0008746579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Priefert Manufacturing Company, Inc
- EIN
- 75-1236931
- Plan number
- 001
- Location
- Mt. Pleasant, TX
- Participants
- 1,102
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,278,437
- Total liabilities (EOY)
- $8,264
- Net assets (EOY)
- $31,270,173
- Employer contributions
- $1,081,116
- Participant contributions
- $2,605,521
- Total income / additions
- $7,602,030
- Benefits paid
- $2,794,501
- Administrative expenses
- $68,784
- Total expenses
- $2,863,285
- Net increase / (decrease)
- $4,738,745
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gerald Baker | PLAN INVESTMENT ADVISOR | $13,829 | not reported in the loaded dataset |
| Charles Schwab | CHARLES SCHWAB | $2 | not reported in the loaded dataset |