2023 Form 5500 filing — Pella Corporation 401(K) 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 20251028062127NAL0009487504001) for Pella Corporation 401(K) Savings Plan, reported by Pella Corporation under EIN 42-0497670 and plan number 001. It reports 11,593 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251028062127NAL0009487504001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pella Corporation
- EIN
- 42-0497670
- Plan number
- 001
- Location
- Pella, IA
- Participants
- 11,593
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,142,530,544
- Total liabilities (EOY)
- $133,869
- Net assets (EOY)
- $1,142,396,675
- Employer contributions
- $22,157,149
- Participant contributions
- $66,000,530
- Total income / additions
- $294,172,096
- Benefits paid
- $152,182,754
- Administrative expenses
- $665,821
- Total expenses
- $152,937,659
- Net increase / (decrease)
- $141,234,437
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $715,497 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,400 | $0 |