Pro Mach, Inc. Retirement Savings Plan — Form 5500 plan (Pro Mach, 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, Pro Mach, Inc. Retirement Savings Plan is a benefit plan reported by Pro Mach, Inc. under EIN 58-2402604 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,901 participants and $384,272,540 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pro Mach, Inc.
- EIN
- 58-2402604
- Plan number
- 002
- Plan type
- 2
- Location
- Covington, KY
- Latest filing year
- 2023
- Participants
- 3,901
- End-of-year plan assets
- $384,272,540
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,901 | H, C | 20241014150828NAL0013505779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $384,272,540
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $384,272,540
- Net assets (BOY)
- $327,901,908
Income & contributions
- Employer contributions
- $11,003,929
- Participant contributions
- $23,547,444
- Total contributions
- $39,692,145
- Total income / additions
- $94,693,818
Expenses & distributions
- Benefits paid
- $37,592,100
- Administrative expenses
- $613,321
- Total expenses
- $38,323,186
- Net increase / (decrease)
- $56,370,632
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $318,663 | $0 | 2023 |
| Janney Montgomery Scott LLC Dba Ind | INVESTMENT ADVISOR | $276,658 | not reported in the loaded dataset | 2023 |
| Barnes Dennig & Co Ltd | AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Co LLC | CONSULTING | $3,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pro Mach, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Covington, KY
- Empower Annuity Insurance Company O — Schedule C compensation
- Janney Montgomery Scott LLC Dba Ind — Schedule C compensation
- Barnes Dennig & Co Ltd — Schedule C compensation
- Qdro Consultants Co LLC — Schedule C compensation