2023 Form 5500 filing — Pti Engineered Plastics, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716051011NAL0002131489001) for Pti Engineered Plastics, Inc. 401(K) Plan, reported by Pti Engineered Plastics Inc under EIN 38-2534809 and plan number 001. It reports 346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$14.4MReported net assets$14,426,287
Participants346
Provider compensation$11.3K2 Schedule C row(s)$11,342
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240716051011NAL0002131489001
- Plan sponsor
- Pti Engineered Plastics Inc
- EIN
- 38-2534809
- Plan number
- 001
- Location
- Macomb, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$14.4M total assets
Net assets$14.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,426,287
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,426,287
- Employer contributions
- $121,583
- Participant contributions
- $788,002
- Total income / additions
- $2,868,863
- Benefits paid
- $606,551
- Administrative expenses
- $11,342
- Total expenses
- $623,803
- Net increase / (decrease)
- $2,245,060
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $9,586 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $1,756 | $0 |