2023 Form 5500 filing — Pearce Industries, Inc. 401(K) Retirement And Savings 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 20241010122500NAL0011456211001) for Pearce Industries, Inc. 401(K) Retirement And Savings Plan, reported by Pearce Industries, Inc. under EIN 74-1892795 and plan number 002. It reports 956 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010122500NAL0011456211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pearce Industries, Inc.
- EIN
- 74-1892795
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 956
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,596,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,596,907
- Employer contributions
- $3,253,992
- Participant contributions
- $3,336,504
- Total income / additions
- $16,120,777
- Benefits paid
- $3,351,837
- Administrative expenses
- $194,965
- Total expenses
- $3,577,656
- Net increase / (decrease)
- $12,543,121
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $102,546 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $34,558 | $0 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $30,461 | not reported in the loaded dataset |
| Melton & Melton Llp | AUDITOR | $26,500 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $900 | not reported in the loaded dataset |