Presrite Corporation 401(K) Retirement Savings And Profit Sharing Plan — Form 5500 plan (Presrite Corporation)
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, Presrite Corporation 401(K) Retirement Savings And Profit Sharing Plan is a benefit plan reported by Presrite Corporation under EIN 34-1292480 and plan number 001. The latest loaded filing year is 2023. The filing reports 530 participants and $34,964,032 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Presrite Corporation
- EIN
- 34-1292480
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 530
- End-of-year plan assets
- $34,964,032
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 530 | H, C | 20241010132517NAL0034129984001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,964,032
- Net assets (EOY)
- $34,964,032
- Net assets (BOY)
- $31,155,249
Income & contributions
- Employer contributions
- $780,662
- Participant contributions
- $2,541,001
- Total contributions
- $3,590,263
- Total income / additions
- $8,058,722
Expenses & distributions
- Benefits paid
- $4,096,529
- Administrative expenses
- $122,588
- Total expenses
- $4,249,939
- Net increase / (decrease)
- $3,808,783
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $60,299 | $0 | 2023 |
| Lineweaver Wealth Advisors LLC | INVESTMENT ADVISORY | $30,974 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORD KEEPER | $28,206 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Presrite Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Transamerica Retirement Solutions — Schedule C compensation
- Lineweaver Wealth Advisors LLC — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation