Pubco Corporation And Subsidiaries 401(K) Plan — Form 5500 plan (Pubco 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, Pubco Corporation And Subsidiaries 401(K) Plan is a benefit plan reported by Pubco Corporation under EIN 53-0246410 and plan number 003. The latest loaded filing year is 2023. The filing reports 218 participants and $21,367,209 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pubco Corporation
EIN
53-0246410
Plan number
003
Plan type
2
Location
Cleveland, OH
Latest filing year
2023
Participants
218
End-of-year plan assets
$21,367,209

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023218H, C20240409085148NAL0012253459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,367,209
Total liabilities (EOY)
$0
Net assets (EOY)
$21,367,209
Net assets (BOY)
$18,250,385

Income & contributions

Employer contributions
$92,008
Participant contributions
$1,292,836
Total contributions
$1,384,844
Total income / additions
$4,579,813

Expenses & distributions

Benefits paid
$1,375,818
Administrative expenses
$87,171
Total expenses
$1,462,989
Net increase / (decrease)
$3,116,824

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$47,675$02023
Pnc Institutional Asset ManagementADVISORY$23,397not reported in the loaded dataset2023
Corrigan KrauseAUDITOR$10,250not reported in the loaded dataset2023
Newport Trust CompanyTRUSTEE$5,849$02023

Related Form 5500 pages