Poly Vinyl Co. , Inc. 401k And Profit Sharing Plan — Form 5500 plan (Poly Vinyl Company, 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, Poly Vinyl Co. , Inc. 401k And Profit Sharing Plan is a benefit plan reported by Poly Vinyl Company, Inc. under EIN 20-2015379 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $9,368,849 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Poly Vinyl Company, Inc.
EIN
20-2015379
Plan number
001
Plan type
2
Location
Sheboygan Falls, WI
Latest filing year
2023
Participants
166
End-of-year plan assets
$9,368,849

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023166H, C20240829125624NAL0013106849001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,368,849
Total liabilities (EOY)
$0
Net assets (EOY)
$9,368,849
Net assets (BOY)
$8,566,679

Income & contributions

Employer contributions
$213,891
Participant contributions
$621,326
Total contributions
$959,461
Total income / additions
$2,043,671

Expenses & distributions

Benefits paid
$1,231,531
Administrative expenses
$9,970
Total expenses
$1,241,501
Net increase / (decrease)
$802,170

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Investment Services, LLCSERVICE PROVIDER$0$17,6912023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$7,148$02023

Related Form 5500 pages