Pdi Communication Systems, Inc. Retirement Plan And Trust — Form 5500 plan (Pdi Communication Systems, 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, Pdi Communication Systems, Inc. Retirement Plan And Trust is a benefit plan reported by Pdi Communication Systems, Inc. under EIN 31-0878948 and plan number 001. The latest loaded filing year is 2023. The filing reports 92 participants and $6,339,833 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pdi Communication Systems, Inc.
EIN
31-0878948
Plan number
001
Plan type
2
Location
Springboro, OH
Latest filing year
2023
Participants
92
End-of-year plan assets
$6,339,833

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202392I20240708104043NAL0012189105001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$6,339,833
Total liabilities (EOY)
$0
Net assets (EOY)
$6,339,833
Net assets (BOY)
$5,262,444

Income & contributions

Employer contributions
$64,507
Participant contributions
$279,569
Total income / additions
$1,319,248

Expenses & distributions

Benefits paid
$220,448
Administrative expenses
$4,638
Total expenses
$241,859
Net increase / (decrease)
$1,077,389

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages