2023 Form 5500 filing — Pvs Sackett-Waconia, 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 20241015142350NAL0014831539001) for Pvs Sackett-Waconia, Inc. 401(K) Plan, reported by Pvs Sackett-Waconia, Inc. under EIN 87-3949310 and plan number 001. It reports 170 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)$12MReported net assets$11,970,765
Participants170
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015142350NAL0014831539001
- Plan sponsor
- Pvs Sackett-Waconia, Inc.
- EIN
- 87-3949310
- Plan number
- 001
- Location
- Nya, MN
- 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)$12M total assets
Net assets$12MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,970,765
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,970,765
- Employer contributions
- $702,395
- Participant contributions
- $838,530
- Total income / additions
- $3,450,279
- Benefits paid
- $638,999
- Administrative expenses
- -$9,730
- Total expenses
- $629,269
- Net increase / (decrease)
- $2,821,010
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$13,915 | $0 |