Retirement Income Security Plan-Pw Companies, LLC — Form 5500 plan (Pw Companies, LLC)
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, Retirement Income Security Plan-Pw Companies, LLC is a benefit plan reported by Pw Companies, LLC under EIN 46-1611716 and plan number 003. The latest loaded filing year is 2023. The filing reports 196 participants and $7,829,965 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pw Companies, LLC
- EIN
- 46-1611716
- Plan number
- 003
- Plan type
- 2
- Location
- Sandy, UT
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $7,829,965
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20241014213318NAL0013863203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,829,965
- Total liabilities (EOY)
- $1,337
- Net assets (EOY)
- $7,828,628
- Net assets (BOY)
- $6,094,818
Income & contributions
- Employer contributions
- $224,336
- Participant contributions
- $486,629
- Total contributions
- $756,204
- Total income / additions
- $1,914,863
Expenses & distributions
- Benefits paid
- $116,210
- Administrative expenses
- $64,843
- Total expenses
- $181,053
- Net increase / (decrease)
- $1,733,810
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ep Wealth Advisors, Inc. | NONE | $37,949 | not reported in the loaded dataset | 2023 |
| Healthequity Retirement Services, L | NONE | $16,644 | not reported in the loaded dataset | 2023 |
| Ameritas Life Insurance Corp | NONE | $8,795 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $1,454 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pw Companies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Sandy, UT
- Ep Wealth Advisors, Inc. — Schedule C compensation
- Healthequity Retirement Services, L — Schedule C compensation
- Ameritas Life Insurance Corp — Schedule C compensation
- Matrix Trust Company — Schedule C compensation