Price Engineering Company, Inc. Employees' Retirement Plan — Form 5500 plan (Price Engineering Company, LLC)

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, Price Engineering Company, Inc. Employees' Retirement Plan is a benefit plan reported by Price Engineering Company, LLC under EIN 39-0933202 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $15,076,412 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Price Engineering Company, LLC
EIN
39-0933202
Plan number
001
Plan type
2
Location
Hartland, WI
Latest filing year
2023
Participants
137
End-of-year plan assets
$15,076,412

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20241011001543NAL0042053858001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,076,412
Total liabilities (EOY)
$4,813
Net assets (EOY)
$15,071,599
Net assets (BOY)
$14,172,086

Income & contributions

Employer contributions
$216,297
Participant contributions
$970,664
Total contributions
$1,186,961
Total income / additions
$3,711,417

Expenses & distributions

Benefits paid
$2,806,758
Administrative expenses
$5,146
Total expenses
$2,811,904
Net increase / (decrease)
$899,513

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$5,146$02023

Related Form 5500 pages