Pbi-Gordon Companies, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Pbi-Gordon 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, Pbi-Gordon Companies, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Pbi-Gordon Companies, Inc under EIN 85-2832459 and plan number 001. The latest loaded filing year is 2023. The filing reports 583 participants and $30,455,200 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pbi-Gordon Companies, Inc
EIN
85-2832459
Plan number
001
Plan type
2
Location
Shawnee, KS
Latest filing year
2023
Participants
583
End-of-year plan assets
$30,455,200

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023583H, C20241015163350NAL0029119921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,455,200
Total liabilities (EOY)
$0
Net assets (EOY)
$30,455,200
Net assets (BOY)
$24,847,434

Income & contributions

Employer contributions
$1,135,369
Participant contributions
$2,763,964
Total contributions
$4,297,888
Total income / additions
$8,824,014

Expenses & distributions

Benefits paid
$2,876,591
Administrative expenses
$134,992
Total expenses
$3,216,248
Net increase / (decrease)
$5,607,766

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$73,151$02023
Creative Planning IncCONTRACT ADMINISTRATOR$61,841$872023

Related Form 5500 pages