Professional Engineering Consultants, P.A. 401(K) Retirement Plan — Form 5500 plan (Professional Engineering Consultants, P.A.)

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, Professional Engineering Consultants, P.A. 401(K) Retirement Plan is a benefit plan reported by Professional Engineering Consultants, P.A. under EIN 48-0699643 and plan number 001. The latest loaded filing year is 2023. The filing reports 466 participants and $36,136,775 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Professional Engineering Consultants, P.A.
EIN
48-0699643
Plan number
001
Plan type
2
Location
Wichita, KS
Latest filing year
2023
Participants
466
End-of-year plan assets
$36,136,775

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023466H, C20240723134533NAL0011369233001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,136,775
Net assets (EOY)
$36,136,775
Net assets (BOY)
$29,956,651

Income & contributions

Employer contributions
$701,377
Participant contributions
$2,557,485
Total contributions
$3,306,220
Total income / additions
$9,050,730

Expenses & distributions

Benefits paid
$2,793,001
Administrative expenses
$77,605
Total expenses
$2,870,606
Net increase / (decrease)
$6,180,124

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$55,606$02023
Intrust Bank, NaACCOUNTANT$14,000not reported in the loaded dataset2023
Gallagher Benefit Service Inc.CONSULTING$8,000not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages