2023 Form 5500 filing — Pflow Industries, 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 20241014150809NAL0045022960001) for Pflow Industries, Inc. 401(K) Plan, reported by Pflow Industries, Inc. under EIN 39-1252646 and plan number 001. It reports 258 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)$15MReported net assets$14,952,052
Participants258
Provider compensation$57K4 Schedule C row(s)$57,033
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014150809NAL0045022960001
Plan sponsor
Pflow Industries, Inc.
EIN
39-1252646
Plan number
001
Location
Milwaukee, WI
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)$15M total assets
Net assets$15MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$8.9K
Participant$1M
Full reported line items
Total assets (EOY)
$14,952,052
Total liabilities (EOY)
$0
Net assets (EOY)
$14,952,052
Employer contributions
$8,862
Participant contributions
$1,009,154
Total income / additions
$3,134,069
Benefits paid
$1,293,613
Administrative expenses
$49,874
Total expenses
$1,343,487
Net increase / (decrease)
$1,790,582

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Spectrum Investment Advisors IncINVESTMENT ADVISOR$30,009not reported in the loaded dataset
Empower Annuity Ins Co Of AmericaRECORDKEEPER$21,747$0
Empower Advisory Group, LLCINVESTMENT MGMT$3,777not reported in the loaded dataset
The Retirement Advantage IncCONTRACT ADMIN$1,500not reported in the loaded dataset

Related Form 5500 pages