Pgtek, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Pgtek 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, Pgtek, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Pgtek Inc. under EIN 54-2059324 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $4,184,545 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pgtek Inc.
- EIN
- 54-2059324
- Plan number
- 001
- Plan type
- 2
- Location
- Ashburn, VA
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $4,184,545
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20241008155417NAL0016990113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,184,545
- Net assets (EOY)
- $4,184,545
- Net assets (BOY)
- $3,244,188
Income & contributions
- Employer contributions
- $244,597
- Participant contributions
- $685,381
- Total contributions
- $1,285,068
- Total income / additions
- $1,707,546
Expenses & distributions
- Benefits paid
- $728,155
- Administrative expenses
- $33,472
- Total expenses
- $767,189
- Net increase / (decrease)
- $940,357
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellington Consulting Services | INVESTMENT ADVISOR | $27,841 | not reported in the loaded dataset | 2023 |
| Everington Consulting Inc | TPA FEES | $5,631 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAL | $0 | $796 | 2023 |
| Charles Schwab & Co., Inc. | SHAREHOLDER SERVICING | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pgtek Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Ashburn, VA
- Wellington Consulting Services — Schedule C compensation
- Everington Consulting Inc — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation