2023 Form 5500 filing — The Price Companies, 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 20250204155157NAL0008350689001) for The Price Companies, Inc. 401(K) Plan, reported by The Price Companies, Inc. under EIN 71-0388495 and plan number 001. It reports 613 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250204155157NAL0008350689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Price Companies, Inc.
- EIN
- 71-0388495
- Plan number
- 001
- Location
- Monticello, AR
- Participants
- 613
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,334,971
- Net assets (EOY)
- $20,334,971
- Employer contributions
- $1,022,654
- Participant contributions
- $1,241,031
- Total income / additions
- $5,012,307
- Benefits paid
- $3,327,414
- Administrative expenses
- $94,908
- Total expenses
- $3,458,035
- Net increase / (decrease)
- $1,554,272
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins. Co | RECORDKEEPER | $64,190 | $0 |
| Merrill Lynch Life Agency, Inc | INVESTMENT ADVISORY PLAN | $30,718 | not reported in the loaded dataset |