Plan5500

Pkl Services, Inc. Cft 401(K) Plan — Form 5500 plan (Pkl Services, 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, Pkl Services, Inc. Cft 401(K) Plan is a benefit plan reported by Pkl Services, Inc. under EIN 47-0906427 and plan number 003. The latest loaded filing year is 2023. The filing reports 357 participants and $13,031,563 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pkl Services, Inc.
EIN
47-0906427
Plan number
003
Plan type
2
Location
Poway, CA
Latest filing year
2023
Participants
357
End-of-year plan assets
$13,031,563

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023357H, C20241015185213NAL0015278579003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,031,563
Net assets (EOY)
$13,031,563
Net assets (BOY)
$10,370,596

Income & contributions

Employer contributions
$726,144
Participant contributions
$1,469,287
Total contributions
$2,649,530
Total income / additions
$4,701,374

Expenses & distributions

Benefits paid
$1,964,919
Administrative expenses
$55,033
Total expenses
$2,040,407
Net increase / (decrease)
$2,660,967

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$53,453$02023
Benefit Associates, Inc.OTHER SERVICES$0$5,6832023

Related Form 5500 pages