F.G. Pruitt 401(K) Profit Sharing Plan — Form 5500 plan (F.G. Pruitt, 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, F.G. Pruitt 401(K) Profit Sharing Plan is a benefit plan reported by F.G. Pruitt, Inc. under EIN 54-1232694 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $12,669,435 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- F.G. Pruitt, Inc.
- EIN
- 54-1232694
- Plan number
- 001
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $12,669,435
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20240715131540NAL0002471600001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,669,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,669,435
- Net assets (BOY)
- $11,073,134
Income & contributions
- Employer contributions
- $974,595
- Participant contributions
- $405,768
- Total contributions
- $1,489,386
- Total income / additions
- $3,126,305
Expenses & distributions
- Benefits paid
- $1,484,344
- Administrative expenses
- $22,710
- Total expenses
- $1,530,004
- Net increase / (decrease)
- $1,596,301
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors Fin Network | INVESTMENT ADVISOR | $43,051 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $15,935 | $0 | 2023 |
| Retirement Plan Solutions, Inc. | CONTRACT ADMINISTRATOR | $7,625 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for F.G. Pruitt, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Richmond, VA
- Wells Fargo Advisors Fin Network — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Retirement Plan Solutions, Inc. — Schedule C compensation