2023 Form 5500 filing — Pioneer Products, Inc. 401(K) Profit Sharing Plan And Trust
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 20241015111206NAL0014460739001) for Pioneer Products, Inc. 401(K) Profit Sharing Plan And Trust, reported by Pioneer Products, Inc. under EIN 39-1078454 and plan number 003. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111206NAL0014460739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pioneer Products, Inc.
- EIN
- 39-1078454
- Plan number
- 003
- Location
- Racine, WI
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,551,541
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,551,541
- Employer contributions
- $59,449
- Participant contributions
- $358,157
- Total income / additions
- $1,445,100
- Benefits paid
- $1,065,755
- Administrative expenses
- $53,974
- Total expenses
- $1,119,729
- Net increase / (decrease)
- $325,371
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $43,464 | $0 |
| Lpl Financial Corporation | BROKER | $0 | $19,425 |
| Leafhouse Financial Advisors | INVESTMENT ADVISORY-PLAN | $4,199 | not reported in the loaded dataset |
| Ppg Retirement Plan Services, Ltd. | RECORDKEEPER | $2,070 | $372 |