Pember Companies, Inc. Retirement Savings Plan — Form 5500 plan (Pember Companies, 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, Pember Companies, Inc. Retirement Savings Plan is a benefit plan reported by Pember Companies, Inc. under EIN 39-1216720 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $12,261,819 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pember Companies, Inc.
EIN
39-1216720
Plan number
001
Plan type
2
Location
Menomonie, WI
Latest filing year
2023
Participants
127
End-of-year plan assets
$12,261,819

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023127H, C20240828130228NAL0011844673001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,261,819
Total liabilities (EOY)
$0
Net assets (EOY)
$12,261,819
Net assets (BOY)
$10,090,959

Income & contributions

Employer contributions
$849,749
Participant contributions
$541,399
Total contributions
$1,401,524
Total income / additions
$3,401,692

Expenses & distributions

Benefits paid
$1,163,317
Administrative expenses
$65,947
Total expenses
$1,230,832
Net increase / (decrease)
$2,170,860

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$66,027$02023
Principal Securities IncINVESTMENT ADVISORY$0$25,6552023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages