Pkware, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Pkware, 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, Pkware, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Pkware, Inc. under EIN 39-1566010 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $11,464,980 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pkware, Inc.
EIN
39-1566010
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
142
End-of-year plan assets
$11,464,980

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20240726131950NAL0010235507001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,464,980
Total liabilities (EOY)
$0
Net assets (EOY)
$11,464,980
Net assets (BOY)
$10,275,447

Income & contributions

Employer contributions
$241,981
Participant contributions
$1,021,715
Total contributions
$1,734,181
Total income / additions
$3,709,013

Expenses & distributions

Benefits paid
$2,458,847
Administrative expenses
$60,633
Total expenses
$2,519,480
Net increase / (decrease)
$1,189,533

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Robert W Baird & Co IncorporatedINVESTMENT ADVISOR$27,727not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$5,009$02023

Related Form 5500 pages