Pg Insurance Services, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Pg Insurance Services, 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, Pg Insurance Services, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Pg Insurance Services, Inc. under EIN 33-0802134 and plan number 002. The latest loaded filing year is 2023. The filing reports 7 participants and $2,149,316 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pg Insurance Services, Inc.
- EIN
- 33-0802134
- Plan number
- 002
- Plan type
- 2
- Location
- Laguna Hills, CA
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $2,149,316
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20250110102353NAL0022977392001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,149,316
- Net assets (EOY)
- $2,149,316
- Net assets (BOY)
- $2,222,593
Income & contributions
- Employer contributions
- $17,352
- Participant contributions
- $9,035
- Total income / additions
- $253,693
Expenses & distributions
- Benefits paid
- $305,658
- Administrative expenses
- $21,312
- Total expenses
- $326,970
- Net increase / (decrease)
- -$73,277
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.