Pet Food Experts, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Pet Food Experts, 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, Pet Food Experts, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Pet Food Experts, Inc. under EIN 05-0444999 and plan number 002. The latest loaded filing year is 2023. The filing reports 900 participants and $21,800,313 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pet Food Experts, Inc.
EIN
05-0444999
Plan number
002
Plan type
2
Location
Pawtucket, RI
Latest filing year
2023
Participants
900
End-of-year plan assets
$21,800,313

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023900H, C20241007074750NAL0031207346001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,800,313
Total liabilities (EOY)
$0
Net assets (EOY)
$21,800,313
Net assets (BOY)
$11,939,098

Income & contributions

Employer contributions
$917,711
Participant contributions
$1,608,363
Total contributions
$2,631,972
Total income / additions
$5,667,120

Expenses & distributions

Benefits paid
$2,270,067
Administrative expenses
$130,272
Total expenses
$2,414,615
Net increase / (decrease)
$3,252,505

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
BpasRECORDKEEPER$67,771$02023
Capital Wealth Management, IncADVISOR$62,501$02023

Related Form 5500 pages