Pioneer 401(K) Plan — Form 5500 plan (Pioneer Cladding & Glazing 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, Pioneer 401(K) Plan is a benefit plan reported by Pioneer Cladding & Glazing Systems, Inc. under EIN 31-1652761 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $10,746,582 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.7MPlan net assets, end of year$10,746,582
Participants180Covered participants reported
Assets / participant$59.7KComputed: assets ÷ participants$59,703 (computed)
Provider compensation$67.4K3 Schedule C provider row(s)$67,379
Plan sponsor
Pioneer Cladding & Glazing Systems, Inc.
EIN
31-1652761
Plan number
001
Plan type
2
Location
Mason, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023180H, C20241010150256NAL0021298657001
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)$10.7M total assets
Net assets$10.7MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$3.2M
Benefits paid / distributions$3.1M
Contributions
Employer$357.3K
Participant$735.2K
Full reported line items

Net assets

Total assets (EOY)
$10,746,582
Total liabilities (EOY)
$0
Net assets (EOY)
$10,746,582
Net assets (BOY)
$11,002,065

Income & contributions

Employer contributions
$357,279
Participant contributions
$735,200
Total contributions
$1,280,564
Total income / additions
$2,934,489

Expenses & distributions

Benefits paid
$3,069,393
Administrative expenses
$67,379
Total expenses
$3,189,972
Net increase / (decrease)
-$255,483
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets30%Computed ratio
Benefits paid ÷ total income105%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCINVESTMENT MGMT$33,040not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$26,577$02023
Fifth Third BankINVESTMENT ADVISOR$7,762not reported in the loaded dataset2023

Related Form 5500 pages