Kerola Group 401k Plan — Form 5500 plan (P.I. & I. Motor Express, 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, Kerola Group 401k Plan is a benefit plan reported by P.I. & I. Motor Express, Inc. under EIN 34-0759032 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $7,102,716 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.1MPlan net assets, end of year$7,102,716
Participants277Covered participants reported
Assets / participant$25.6KComputed: assets ÷ participants$25,642 (computed)
Provider compensation$58.9K2 Schedule C provider row(s)$58,922
Plan sponsor
P.I. & I. Motor Express, Inc.
EIN
34-0759032
Plan number
001
Plan type
2
Location
Masury, OH
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    277 participants · 2Sch HSch C
    View filing →
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)$7.1M total assets
Net assets$7.1MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$404.2K
Participant$507.6K
Full reported line items

Net assets

Total assets (EOY)
$7,102,716
Total liabilities (EOY)
$0
Net assets (EOY)
$7,102,716
Net assets (BOY)
$6,579,459

Income & contributions

Employer contributions
$404,235
Participant contributions
$507,628
Total contributions
$1,471,198
Total income / additions
$2,265,863

Expenses & distributions

Benefits paid
$1,740,069
Administrative expenses
$58,922
Total expenses
$1,798,991
Net increase / (decrease)
$466,872
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 44%Participant 56%
Total expenses ÷ net assets25%Computed ratio
Benefits paid ÷ total income77%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    RECORD KEEPER · Direct $39.1K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $19.8K · Indirect $0

Related Form 5500 pages