Pfl Tech, Inc. 401(K) Plan — Form 5500 plan (Pfl Tech, 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, Pfl Tech, Inc. 401(K) Plan is a benefit plan reported by Pfl Tech, Inc under EIN 81-0512202 and plan number 001. The latest loaded filing year is 2023. The filing reports 497 participants and $21,723,435 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pfl Tech, Inc
EIN
81-0512202
Plan number
001
Plan type
2
Location
Livingston, MT
Latest filing year
2023
Participants
497
End-of-year plan assets
$21,723,435

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023497H, C20240815165301NAL0013331345001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,723,435
Total liabilities (EOY)
$0
Net assets (EOY)
$21,723,435
Net assets (BOY)
$17,435,243

Income & contributions

Employer contributions
$929,641
Participant contributions
$1,594,835
Total contributions
$2,586,180
Total income / additions
$6,345,287

Expenses & distributions

Benefits paid
$1,980,402
Administrative expenses
$76,693
Total expenses
$2,057,095
Net increase / (decrease)
$4,288,192

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$53,411$02023
Lpl Financial LLCADVISOR$23,282not reported in the loaded dataset2023

Related Form 5500 pages