Psg/Cip 401(K) Retirement Plan — Form 5500 plan (Professional Services Group, 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, Psg/Cip 401(K) Retirement Plan is a benefit plan reported by Professional Services Group, Inc. under EIN 39-1442732 and plan number 002. The latest loaded filing year is 2023. The filing reports 466 participants and $15,219,554 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Professional Services Group, Inc.
- EIN
- 39-1442732
- Plan number
- 002
- Plan type
- 2
- Location
- Kenosha, WI
- Latest filing year
- 2023
- Participants
- 466
- End-of-year plan assets
- $15,219,554
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 466 | H, C | 20241028141019NAL0003602113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,219,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,219,554
- Net assets (BOY)
- $12,575,070
Income & contributions
- Employer contributions
- $713,411
- Participant contributions
- $729,687
- Total contributions
- $1,480,996
- Total income / additions
- $3,935,882
Expenses & distributions
- Benefits paid
- $1,220,343
- Administrative expenses
- $71,055
- Total expenses
- $1,291,398
- Net increase / (decrease)
- $2,644,484
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $38,541 | $0 | 2023 |
| July Business Services LLC | RECORDKEEPER | $18,325 | not reported in the loaded dataset | 2023 |
| Htlf Retirement Plan Services | INVESTMENT ADVISOR | $14,189 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Professional Services Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Kenosha, WI
- Associated Trust Company, N.A. — Schedule C compensation
- July Business Services LLC — Schedule C compensation
- Htlf Retirement Plan Services — Schedule C compensation