Poblocki Paving Corp. 401(K) Savings Plan — Form 5500 plan (Poblocki Paving Corp.)
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, Poblocki Paving Corp. 401(K) Savings Plan is a benefit plan reported by Poblocki Paving Corp. under EIN 39-1171250 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $17,736,324 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Poblocki Paving Corp.
- EIN
- 39-1171250
- Plan number
- 001
- Plan type
- 2
- Location
- West Allis, WI
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $17,736,324
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20240722155054NAL0006002003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,736,324
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,736,324
- Net assets (BOY)
- $15,710,954
Income & contributions
- Employer contributions
- $355,057
- Participant contributions
- $1,031,861
- Total contributions
- $1,386,918
- Total income / additions
- $4,014,494
Expenses & distributions
- Benefits paid
- $1,985,906
- Administrative expenses
- $3,218
- Total expenses
- $1,989,124
- Net increase / (decrease)
- $2,025,370
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | BROKER/ADVISO R | $0 | $35,967 | 2023 |
| Blue Chip Retirement Plans, Inc. | CONTRACT ADMIN | $1,350 | $10,000 | 2023 |
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $1,417 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Poblocki Paving Corp.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in West Allis, WI
- Cambridge Investment Research Inc. — Schedule C compensation
- Blue Chip Retirement Plans, Inc. — Schedule C compensation
- Empower Annuity Insurance Co. Of Am — Schedule C compensation