Partssource 401(K) Plan — Form 5500 plan (Partssource, 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, Partssource 401(K) Plan is a benefit plan reported by Partssource, Inc. under EIN 34-1945164 and plan number 001. The latest loaded filing year is 2023. The filing reports 545 participants and $30,215,306 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Partssource, Inc.
EIN
34-1945164
Plan number
001
Plan type
2
Location
Aurora, OH
Latest filing year
2023
Participants
545
End-of-year plan assets
$30,215,306

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023545H, C20241015144620NAL0028810481001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,215,306
Total liabilities (EOY)
$0
Net assets (EOY)
$30,215,306
Net assets (BOY)
$16,825,067

Income & contributions

Employer contributions
$764,310
Participant contributions
$3,527,265
Total contributions
$4,920,307
Total income / additions
$9,332,004

Expenses & distributions

Benefits paid
$2,297,178
Administrative expenses
$99,972
Total expenses
$2,405,955
Net increase / (decrease)
$6,926,049

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$55,939$02023
Kestra Investment Services LLCADVISOR$42,702not reported in the loaded dataset2023

Related Form 5500 pages