2023 Form 5500 filing — Panel Specialists, Inc. 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 20241011062637NAL0042763282001) for Panel Specialists, Inc. 401(K) Plan, reported by Panel Specialists, Inc. under EIN 74-2567556 and plan number 001. It reports 120 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)$6MReported net assets$6,045,479

Participants120

Provider compensation$45.3K2 Schedule C row(s)$45,274

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011062637NAL0042763282001
Plan sponsor: Panel Specialists, Inc.
EIN: 74-2567556
Plan number: 001
Location: Temple, TX
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$6.1M total assets

Net assets$6MLiabilities$10K

Money in vs. money out

Total income / additions$1.2M

Total expenses$980.1K

Benefits paid / distributions$934.8K

Contributions

Employer$164.7K

Participant$266.5K

Full reported line items

Total assets (EOY): $6,055,443
Total liabilities (EOY): $9,964
Net assets (EOY): $6,045,479
Employer contributions: $164,747
Participant contributions: $266,453
Total income / additions: $1,239,679
Benefits paid: $934,840
Administrative expenses: $45,278
Total expenses: $980,118
Net increase / (decrease): $259,561

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Stancorp Financial Group$32.1K
NONE · Direct $32.1K
2
Investors Brokerage Of Texas, Ltd$13.2K
NONE · Direct $13.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011062637NAL0042763282001 cover?: It is the 2023 Form 5500 filing for Panel Specialists, Inc. 401(K) Plan, reported by Panel Specialists, Inc. (EIN 74-2567556).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).