2023 Form 5500 filing — Pelco Products Retirement Savings 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 20241015154050NAL0016781219007) for Pelco Products Retirement Savings Plan, reported by Pelco Products, Inc. under EIN 73-1237747 and plan number 002. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154050NAL0016781219007
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pelco Products, Inc.
- EIN
- 73-1237747
- Plan number
- 002
- Location
- Edmond, OK
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,551,162
- Total liabilities (EOY)
- $5,202
- Net assets (EOY)
- $5,545,960
- Employer contributions
- $281,087
- Participant contributions
- $478,313
- Total income / additions
- $1,363,980
- Benefits paid
- $260,905
- Administrative expenses
- $48,675
- Total expenses
- $309,580
- Net increase / (decrease)
- $1,054,400
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $21,697 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $13,171 | not reported in the loaded dataset |
| Cetera Advisor Networks LLC | INVESTMENT ADVISOR | $9,590 | not reported in the loaded dataset |
| Tristar Pension, Ltd. | CONTRACT ADMIN | $3,300 | not reported in the loaded dataset |