2023 Form 5500 filing — Pscu Incorporated 401(K) Retirement 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 20241008163640NAL0008584467001) for Pscu Incorporated 401(K) Retirement Plan, reported by Pscu Incorporated under EIN 59-1743434 and plan number 001. It reports 3,663 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008163640NAL0008584467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pscu Incorporated
- EIN
- 59-1743434
- Plan number
- 001
- Location
- St. Petersburg, FL
- Participants
- 3,663
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $261,851,844
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $261,851,844
- Employer contributions
- $8,851,294
- Participant contributions
- $19,557,984
- Total income / additions
- $71,601,186
- Benefits paid
- $13,933,372
- Administrative expenses
- $373,232
- Total expenses
- $14,524,669
- Net increase / (decrease)
- $57,076,517
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $311,607 | $0 |
| Mercer Investments, LLC | SERVICE PROVIDER | $50,000 | not reported in the loaded dataset |
| Workplace Money | SERVICE PROVIDER | $9,000 | not reported in the loaded dataset |
| Cbiz Mhm, LLC | SERVICE PROVIDER | $2,625 | not reported in the loaded dataset |