Power Systems Mfg., LLC 401(K) Plan — Form 5500 plan (Power Systems Mfg., LLC)
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, Power Systems Mfg., LLC 401(K) Plan is a benefit plan reported by Power Systems Mfg., LLC under EIN 20-8576861 and plan number 001. The latest loaded filing year is 2023. The filing reports 493 participants and $111,917,598 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Power Systems Mfg., LLC
- EIN
- 20-8576861
- Plan number
- 001
- Plan type
- 2
- Location
- Jupiter, FL
- Latest filing year
- 2023
- Participants
- 493
- End-of-year plan assets
- $111,917,598
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 493 | H, C | 20241014134745NAL0046224432001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $111,917,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,917,598
- Net assets (BOY)
- $88,196,431
Income & contributions
- Employer contributions
- $5,097,717
- Participant contributions
- $4,899,154
- Total contributions
- $12,184,238
- Total income / additions
- $31,250,216
Expenses & distributions
- Benefits paid
- $7,559,199
- Administrative expenses
- -$30,150
- Total expenses
- $7,529,049
- Net increase / (decrease)
- $23,721,167
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning, LLC | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Berkowitz Pollack Brant | ACCOUNTANT/AUDITOR | $24,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $10,056 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$89,206 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Power Systems Mfg., LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jupiter, FL
- Creative Planning, LLC — Schedule C compensation
- Berkowitz Pollack Brant — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation