2023 Form 5500 filing — Pioneer 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 20241010150256NAL0021298657001) for Pioneer 401(K) Plan, reported by Pioneer Cladding & Glazing Systems, Inc. under EIN 31-1652761 and plan number 001. It reports 180 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)$10.7MReported net assets$10,746,582
Participants180
Provider compensation$67.4K3 Schedule C row(s)$67,379
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010150256NAL0021298657001
- Plan sponsor
- Pioneer Cladding & Glazing Systems, Inc.
- EIN
- 31-1652761
- Plan number
- 001
- Location
- Mason, OH
- Received date
- not reported in the loaded dataset
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)$10.7M total assets
Net assets$10.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,746,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,746,582
- Employer contributions
- $357,279
- Participant contributions
- $735,200
- Total income / additions
- $2,934,489
- Benefits paid
- $3,069,393
- Administrative expenses
- $67,379
- Total expenses
- $3,189,972
- Net increase / (decrease)
- -$255,483
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $33,040 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,577 | $0 |
| Fifth Third Bank | INVESTMENT ADVISOR | $7,762 | not reported in the loaded dataset |