2023 Form 5500 filing — Pkl Services, Inc. Cft 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 20241015185213NAL0015278579003) for Pkl Services, Inc. Cft 401(K) Plan, reported by Pkl Services, Inc. under EIN 47-0906427 and plan number 003. It reports 357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015185213NAL0015278579003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pkl Services, Inc.
- EIN
- 47-0906427
- Plan number
- 003
- Location
- Poway, CA
- Participants
- 357
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,031,563
- Net assets (EOY)
- $13,031,563
- Employer contributions
- $726,144
- Participant contributions
- $1,469,287
- Total income / additions
- $4,701,374
- Benefits paid
- $1,964,919
- Administrative expenses
- $55,033
- Total expenses
- $2,040,407
- Net increase / (decrease)
- $2,660,967
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $53,453 | $0 |
| Benefit Associates, Inc. | OTHER SERVICES | $0 | $5,683 |