P & K 401(K) Plan — Form 5500 plan (P & K Equipment, 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, P & K 401(K) Plan is a benefit plan reported by P & K Equipment, Inc under EIN 73-1259841 and plan number 002. The latest loaded filing year is 2023. The filing reports 862 participants and $39,882,545 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- P & K Equipment, Inc
- EIN
- 73-1259841
- Plan number
- 002
- Plan type
- 2
- Location
- Enid, OK
- Latest filing year
- 2023
- Participants
- 862
- End-of-year plan assets
- $39,882,545
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 862 | H, C | 20241011165013NAL0037748448001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,882,545
- Total liabilities (EOY)
- $9,867
- Net assets (EOY)
- $39,872,678
- Net assets (BOY)
- $32,682,843
Income & contributions
- Employer contributions
- $1,528,593
- Participant contributions
- $2,752,877
- Total contributions
- $4,454,439
- Total income / additions
- $10,062,403
Expenses & distributions
- Benefits paid
- $2,817,460
- Administrative expenses
- $55,108
- Total expenses
- $2,872,568
- Net increase / (decrease)
- $7,189,835
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Intrust Bank N.A. | SERVICE PROVIDER | $0 | $92,155 | 2023 |
| Erisa Services Midwest, LLC | TPA | $0 | $31,939 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $20,047 | not reported in the loaded dataset | 2023 |
| Voya Retirement Ins And Annuity Co | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for P & K Equipment, Inc
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Enid, OK
- Intrust Bank N.A. — Schedule C compensation
- Erisa Services Midwest, LLC — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Ins And Annuity Co — Schedule C compensation