Pella Windows & Doors Mountain West 401(K) Retirement Savings Plan — Form 5500 plan (Freebird Desert Mountain Company, 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, Pella Windows & Doors Mountain West 401(K) Retirement Savings Plan is a benefit plan reported by Freebird Desert Mountain Company, LLC under EIN 46-4337981 and plan number 001. The latest loaded filing year is 2023. The filing reports 203 participants and $9,642,230 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Freebird Desert Mountain Company, LLC
- EIN
- 46-4337981
- Plan number
- 001
- Plan type
- 2
- Location
- Gilbert, AZ
- Latest filing year
- 2023
- Participants
- 203
- End-of-year plan assets
- $9,642,230
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 203 | H, C | 20240830155116NAL0015069521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,642,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,642,230
- Net assets (BOY)
- $8,094,677
Income & contributions
- Employer contributions
- $128,986
- Participant contributions
- $1,247,610
- Total contributions
- $1,599,131
- Total income / additions
- $3,115,845
Expenses & distributions
- Benefits paid
- $1,512,990
- Administrative expenses
- $55,302
- Total expenses
- $1,568,292
- Net increase / (decrease)
- $1,547,553
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,395 | $0 | 2023 |
| Kdv Wealth Management, LLC | INVESTMENT ADVISOR | $25,905 | not reported in the loaded dataset | 2023 |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $4,544 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | -$132 | $4,281 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Freebird Desert Mountain Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Gilbert, AZ
- Empower Annuity Insurance Company O — Schedule C compensation
- Kdv Wealth Management, LLC — Schedule C compensation
- Creative Planning Holdco LLC Dba Cr — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation