Poulin Grain, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Poulin Grain, Inc.)

Plain-English plan 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, Poulin Grain, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Poulin Grain, Inc. under EIN 03-0223982 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $25,636,674 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Poulin Grain, Inc.
EIN
03-0223982
Plan number
001
Plan type
2
Location
Newport, VT
Latest filing year
2023
Participants
155
End-of-year plan assets
$25,636,674

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023155H, C20240808074804NAL0004684817001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,636,674
Total liabilities (EOY)
$0
Net assets (EOY)
$25,636,674
Net assets (BOY)
$21,586,327

Income & contributions

Employer contributions
$471,364
Participant contributions
$698,524
Total contributions
$1,169,888
Total income / additions
$5,018,575

Expenses & distributions

Benefits paid
$934,623
Administrative expenses
$33,605
Total expenses
$968,228
Net increase / (decrease)
$4,050,347

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$32,856$02023

Related Form 5500 pages