Plan5500

The Price Companies, Inc. 401(K) Plan — Form 5500 plan (The Price Companies, 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, The Price Companies, Inc. 401(K) Plan is a benefit plan reported by The Price Companies, Inc. under EIN 71-0388495 and plan number 001. The latest loaded filing year is 2023. The filing reports 613 participants and $20,334,971 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Price Companies, Inc.
EIN
71-0388495
Plan number
001
Plan type
2
Location
Monticello, AR
Latest filing year
2023
Participants
613
End-of-year plan assets
$20,334,971

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023613H, C20250204155157NAL0008350689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,334,971
Net assets (EOY)
$20,334,971
Net assets (BOY)
$18,780,699

Income & contributions

Employer contributions
$1,022,654
Participant contributions
$1,241,031
Total contributions
$2,284,906
Total income / additions
$5,012,307

Expenses & distributions

Benefits paid
$3,327,414
Administrative expenses
$94,908
Total expenses
$3,458,035
Net increase / (decrease)
$1,554,272

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life Ins. CoRECORDKEEPER$64,190$02023
Merrill Lynch Life Agency, IncINVESTMENT ADVISORY PLAN$30,718not reported in the loaded dataset2023

Related Form 5500 pages