Pfs Corporation Employee Stock Ownership Plan — Form 5500 plan (Pfs Corporation)
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, Pfs Corporation Employee Stock Ownership Plan is a benefit plan reported by Pfs Corporation under EIN 39-1301594 and plan number 004. The latest loaded filing year is 2023. The filing reports 86 participants and $9,226,653 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pfs Corporation
- EIN
- 39-1301594
- Plan number
- 004
- Plan type
- 2
- Location
- Cottage Grove, WI
- Latest filing year
- 2023
- Participants
- 86
- End-of-year plan assets
- $9,226,653
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 86 | I | 20240515111901NAL0021650483001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,226,653
- Total liabilities (EOY)
- $1,533,371
- Net assets (EOY)
- $7,693,282
- Net assets (BOY)
- $8,038,372
Income & contributions
- Employer contributions
- $614,219
- Total income / additions
- $1,006,370
Expenses & distributions
- Benefits paid
- $1,320,369
- Total expenses
- $1,351,460
- Net increase / (decrease)
- -$345,090
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.