Pmw Holdings, Inc. 401(K) Retirement Plan — Form 5500 plan (Streator Industrial Handling, 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, Pmw Holdings, Inc. 401(K) Retirement Plan is a benefit plan reported by Streator Industrial Handling, Inc. under EIN 36-3757582 and plan number 002. The latest loaded filing year is 2023. The filing reports 137 participants and $12,468,717 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Streator Industrial Handling, Inc.
EIN
36-3757582
Plan number
002
Plan type
2
Location
Streator, IL
Latest filing year
2023
Participants
137
End-of-year plan assets
$12,468,717

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20241010161751NAL0034734480001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,468,717
Total liabilities (EOY)
$0
Net assets (EOY)
$12,468,717
Net assets (BOY)
$10,801,528

Income & contributions

Employer contributions
$292,907
Participant contributions
$550,247
Total contributions
$843,154
Total income / additions
$2,317,556

Expenses & distributions

Benefits paid
$612,127
Administrative expenses
$38,240
Total expenses
$650,367
Net increase / (decrease)
$1,667,189

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Epic Retirement Plan ServicesNONE$21,442$02023
Abg Retirement Plan ServicesNONE$16,798not reported in the loaded dataset2023

Related Form 5500 pages