2023 Form 5500 filing — Psg/Cip 401(K) Retirement 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 20241028141019NAL0003602113001) for Psg/Cip 401(K) Retirement Plan, reported by Professional Services Group, Inc. under EIN 39-1442732 and plan number 002. It reports 466 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241028141019NAL0003602113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Professional Services Group, Inc.
- EIN
- 39-1442732
- Plan number
- 002
- Location
- Kenosha, WI
- Participants
- 466
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,219,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,219,554
- Employer contributions
- $713,411
- Participant contributions
- $729,687
- Total income / additions
- $3,935,882
- Benefits paid
- $1,220,343
- Administrative expenses
- $71,055
- Total expenses
- $1,291,398
- Net increase / (decrease)
- $2,644,484
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $38,541 | $0 |
| July Business Services LLC | RECORDKEEPER | $18,325 | not reported in the loaded dataset |
| Htlf Retirement Plan Services | INVESTMENT ADVISOR | $14,189 | not reported in the loaded dataset |