Priefert Manufacturing Co., Inc. 401(K) Retirement Trust — Form 5500 plan (Priefert Manufacturing Company, 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, Priefert Manufacturing Co., Inc. 401(K) Retirement Trust is a benefit plan reported by Priefert Manufacturing Company, Inc under EIN 75-1236931 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,102 participants and $31,278,437 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Priefert Manufacturing Company, Inc
EIN
75-1236931
Plan number
001
Plan type
2
Location
Mt. Pleasant, TX
Latest filing year
2023
Participants
1,102
End-of-year plan assets
$31,278,437

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,102H, C20241007092449NAL0008746579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,278,437
Total liabilities (EOY)
$8,264
Net assets (EOY)
$31,270,173
Net assets (BOY)
$26,531,428

Income & contributions

Employer contributions
$1,081,116
Participant contributions
$2,605,521
Total contributions
$3,715,776
Total income / additions
$7,602,030

Expenses & distributions

Benefits paid
$2,794,501
Administrative expenses
$68,784
Total expenses
$2,863,285
Net increase / (decrease)
$4,738,745

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gerald BakerPLAN INVESTMENT ADVISOR$13,829not reported in the loaded dataset2023
Charles SchwabCHARLES SCHWAB$2not reported in the loaded dataset2023

Related Form 5500 pages