Pvi Holdings, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Pvi Holdings, 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, Pvi Holdings, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Pvi Holdings, Inc. under EIN 26-2137253 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,305 participants and $99,696,346 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$99.7MPlan net assets, end of year$99,696,346
Participants1.3KCovered participants reported1,305
Assets / participant$76.4KComputed: assets ÷ participants$76,396 (computed)
Provider compensation$259.4K3 Schedule C provider row(s)$259,443
- Plan sponsor
- Pvi Holdings, Inc.
- EIN
- 26-2137253
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,305 | H, C | 20250410073023NAL0021378993001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$99.7M total assets
Net assets$99.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $99,696,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,696,346
- Net assets (BOY)
- $84,298,412
Income & contributions
- Employer contributions
- $2,516,535
- Participant contributions
- $6,387,761
- Total contributions
- $9,556,129
- Total income / additions
- $25,255,048
Expenses & distributions
- Benefits paid
- $9,349,098
- Administrative expenses
- $172,214
- Total expenses
- $9,909,161
- Net increase / (decrease)
- $15,345,887
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $172,214 | $0 | 2023 |
| Securities America Advisors, Inc. | INVESTMENT ADVISORY | $0 | $87,229 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pvi Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Principal Life Insurance Company — Schedule C compensation
- Securities America Advisors, Inc. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation