2023 Form 5500 filing — Pogue Construction Co., Lp 401(K) Profit Sharing 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 20241014101004NAL0044098464001) for Pogue Construction Co., Lp 401(K) Profit Sharing Plan, reported by Pogue Construction Co., Lp under EIN 75-1650672 and plan number 002. It reports 223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014101004NAL0044098464001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pogue Construction Co., Lp
- EIN
- 75-1650672
- Plan number
- 002
- Location
- Mckinney, TX
- Participants
- 223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,723,686
- Total liabilities (EOY)
- $35
- Net assets (EOY)
- $15,723,651
- Employer contributions
- $924,277
- Participant contributions
- $1,118,018
- Total income / additions
- $4,331,891
- Benefits paid
- $1,694,780
- Administrative expenses
- $84,777
- Total expenses
- $1,779,557
- Net increase / (decrease)
- $2,552,334
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fondren Oaks Capital Management | NONE | $55,681 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp | NONE | $24,542 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $4,524 | $0 |