Pierce Aluminum Co., Inc. 401(K) & Profit Sharing Plan — Form 5500 plan (Pierce Aluminum Co., 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, Pierce Aluminum Co., Inc. 401(K) & Profit Sharing Plan is a benefit plan reported by Pierce Aluminum Co., Inc. under EIN 04-2427645 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $20,923,185 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pierce Aluminum Co., Inc.
EIN
04-2427645
Plan number
001
Plan type
2
Location
Franklin, MA
Latest filing year
2023
Participants
224
End-of-year plan assets
$20,923,185

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023224H, C20241015075210NAL0048416720001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,923,185
Total liabilities (EOY)
$0
Net assets (EOY)
$20,923,185
Net assets (BOY)
$17,763,567

Income & contributions

Employer contributions
$415,979
Participant contributions
$1,008,112
Total contributions
$1,424,091
Total income / additions
$4,685,290

Expenses & distributions

Benefits paid
$1,499,777
Administrative expenses
$23,871
Total expenses
$1,525,672
Net increase / (decrease)
$3,159,618

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCADVISOR$24,462not reported in the loaded dataset2023
AafcpasACCOUNTANT/AUDITOR$15,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$15,591$02023

Related Form 5500 pages