Universal Industries Employees' Profit Sharing And 401(K) Plan — Form 5500 plan (Pgt Trucking, 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, Universal Industries Employees' Profit Sharing And 401(K) Plan is a benefit plan reported by Pgt Trucking, Inc. under EIN 25-1338962 and plan number 002. The latest loaded filing year is 2023. The filing reports 695 participants and $20,225,597 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pgt Trucking, Inc.
- EIN
- 25-1338962
- Plan number
- 002
- Plan type
- 3
- Location
- Aliquippa, PA
- Latest filing year
- 2023
- Participants
- 695
- End-of-year plan assets
- $20,225,597
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 695 | H, C | 20241015135953NAL0028676161002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,225,597
- Net assets (EOY)
- $20,225,597
- Net assets (BOY)
- $16,148,169
Income & contributions
- Employer contributions
- $735,607
- Participant contributions
- $1,285,626
- Total contributions
- $2,940,389
- Total income / additions
- $5,628,061
Expenses & distributions
- Benefits paid
- $1,456,660
- Administrative expenses
- $93,199
- Total expenses
- $1,550,633
- Net increase / (decrease)
- $4,077,428
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schneider Downs Wealth Mgmt. Adv. | INVESTMENT ADVISOR | $52,604 | not reported in the loaded dataset | 2023 |
| Schneider Downs Ret. Solutions | RECORDKEEPER | $32,634 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Company | PLAN CUSTODIAN | $7,961 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pgt Trucking, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Aliquippa, PA
- Schneider Downs Wealth Mgmt. Adv. — Schedule C compensation
- Schneider Downs Ret. Solutions — Schedule C compensation
- Charles Schwab Trust Company — Schedule C compensation