Pridgeon & Clay, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Pridgeon & Clay, 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, Pridgeon & Clay, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Pridgeon & Clay, Inc. under EIN 38-1310157 and plan number 003. The latest loaded filing year is 2023. The filing reports 911 participants and $53,847,600 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pridgeon & Clay, Inc.
EIN
38-1310157
Plan number
003
Plan type
2
Location
Grand Rapids, MI
Latest filing year
2023
Participants
911
End-of-year plan assets
$53,847,600

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023911H, C20241008122108NAL0008321427001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$53,847,600
Total liabilities (EOY)
$0
Net assets (EOY)
$53,847,600
Net assets (BOY)
$49,225,173

Income & contributions

Employer contributions
$487,772
Participant contributions
$3,752,173
Total contributions
$4,605,197
Total income / additions
$12,281,466

Expenses & distributions

Benefits paid
$7,492,708
Administrative expenses
$144,634
Total expenses
$7,659,039
Net increase / (decrease)
$4,622,427

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$106,445$02023
Rpa Financial LLCINVESTMENT ADVISOR$49,360not reported in the loaded dataset2023

Related Form 5500 pages