Plan5500

Price Transfer, Inc. Employees' 401(K) Profit Sharing Plan — Form 5500 plan (Price Transfer, 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, Price Transfer, Inc. Employees' 401(K) Profit Sharing Plan is a benefit plan reported by Price Transfer, Inc. under EIN 95-2934295 and plan number 002. The latest loaded filing year is 2023. The filing reports 388 participants and $14,645,085 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Price Transfer, Inc.
EIN
95-2934295
Plan number
002
Plan type
2
Location
Rancho Dominguez, CA
Latest filing year
2023
Participants
388
End-of-year plan assets
$14,645,085

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023388H, C20241014153611NAL0027733841001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,645,085
Total liabilities (EOY)
$0
Net assets (EOY)
$14,645,085
Net assets (BOY)
$12,456,838

Income & contributions

Employer contributions
$421,154
Participant contributions
$899,596
Total contributions
$1,320,750
Total income / additions
$3,268,841

Expenses & distributions

Benefits paid
$989,230
Administrative expenses
$91,364
Total expenses
$1,080,594
Net increase / (decrease)
$2,188,247

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationCONTRACT ADMINISTRATOR$79,964not reported in the loaded dataset2023
Futureplan By AscensusRECORDKEEPING & INFO MGM$11,400not reported in the loaded dataset2023

Related Form 5500 pages