2023 Form 5500 filing — Poblocki Paving Corp. 401(K) Savings 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 20240722155054NAL0006002003001) for Poblocki Paving Corp. 401(K) Savings Plan, reported by Poblocki Paving Corp. under EIN 39-1171250 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722155054NAL0006002003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Poblocki Paving Corp.
- EIN
- 39-1171250
- Plan number
- 001
- Location
- West Allis, WI
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,736,324
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,736,324
- Employer contributions
- $355,057
- Participant contributions
- $1,031,861
- Total income / additions
- $4,014,494
- Benefits paid
- $1,985,906
- Administrative expenses
- $3,218
- Total expenses
- $1,989,124
- Net increase / (decrease)
- $2,025,370
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research Inc. | BROKER/ADVISO R | $0 | $35,967 |
| Blue Chip Retirement Plans, Inc. | CONTRACT ADMIN | $1,350 | $10,000 |
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $1,417 | not reported in the loaded dataset |