Pella Corporation 401(K) Savings Plan — Form 5500 plan (Pella 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, Pella Corporation 401(K) Savings Plan is a benefit plan reported by Pella Corporation under EIN 42-0497670 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,593 participants and $1,142,530,544 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pella Corporation
EIN
42-0497670
Plan number
001
Plan type
2
Location
Pella, IA
Latest filing year
2023
Participants
11,593
End-of-year plan assets
$1,142,530,544

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311,593H, C20251028062127NAL0009487504001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,142,530,544
Total liabilities (EOY)
$133,869
Net assets (EOY)
$1,142,396,675
Net assets (BOY)
$1,011,278,410

Income & contributions

Employer contributions
$22,157,149
Participant contributions
$66,000,530
Total contributions
$93,371,090
Total income / additions
$294,172,096

Expenses & distributions

Benefits paid
$152,182,754
Administrative expenses
$665,821
Total expenses
$152,937,659
Net increase / (decrease)
$141,234,437

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$715,497not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$1,400$02023

Related Form 5500 pages