Pwp Enterprises, Inc. — Form 5500 plan (Pwp Enterprises, 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, Pwp Enterprises, Inc. is a benefit plan reported by Pwp Enterprises, Inc. under EIN 23-2270651 and plan number 001. The latest loaded filing year is 2023. The filing reports 416 participants and $7,694,910 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pwp Enterprises, Inc.
EIN
23-2270651
Plan number
001
Plan type
2
Location
Emmaus, PA
Latest filing year
2023
Participants
416
End-of-year plan assets
$7,694,910

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023416H, C20241010095344NAL0020786017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,694,910
Total liabilities (EOY)
$0
Net assets (EOY)
$7,694,910
Net assets (BOY)
$6,322,980

Income & contributions

Employer contributions
$10,038
Participant contributions
$789,487
Total contributions
$823,753
Total income / additions
$1,930,628

Expenses & distributions

Benefits paid
$482,280
Administrative expenses
$49,441
Total expenses
$558,698
Net increase / (decrease)
$1,371,930

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$30,205$02023
Stifel NicolausINVESTMENT/FINANCIAL ADVI$19,236$02023
Td Ameritrade, Inc.SECURITES BROKER$0$02023

Related Form 5500 pages