Pvs Sackett-Waconia, Inc. 401(K) Plan — Form 5500 plan (Pvs Sackett-Waconia, 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, Pvs Sackett-Waconia, Inc. 401(K) Plan is a benefit plan reported by Pvs Sackett-Waconia, Inc. under EIN 87-3949310 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $11,970,765 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pvs Sackett-Waconia, Inc.
EIN
87-3949310
Plan number
001
Plan type
2
Location
Nya, MN
Latest filing year
2023
Participants
170
End-of-year plan assets
$11,970,765

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20241015142350NAL0014831539001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,970,765
Total liabilities (EOY)
$0
Net assets (EOY)
$11,970,765
Net assets (BOY)
$9,149,755

Income & contributions

Employer contributions
$702,395
Participant contributions
$838,530
Total contributions
$1,540,925
Total income / additions
$3,450,279

Expenses & distributions

Benefits paid
$638,999
Administrative expenses
-$9,730
Total expenses
$629,269
Net increase / (decrease)
$2,821,010

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER-$13,915$02023

Related Form 5500 pages