2023 Form 5500 filing — Pella Mid-Atlantic, Inc. 401(K) Profit Sharing 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 20240731135114NAL0021597537001) for Pella Mid-Atlantic, Inc. 401(K) Profit Sharing Plan, reported by Pella Mid-Atlantic Inc. under EIN 83-1224745 and plan number 002. It reports 294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731135114NAL0021597537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pella Mid-Atlantic Inc.
- EIN
- 83-1224745
- Plan number
- 002
- Location
- Beltsville, MD
- Participants
- 294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,805,031
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,805,031
- Employer contributions
- $106,191
- Participant contributions
- $1,296,386
- Total income / additions
- $3,248,539
- Benefits paid
- $1,814,723
- Administrative expenses
- $128,941
- Total expenses
- $1,943,664
- Net increase / (decrease)
- $1,304,875
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $128,940 | $0 |
| Wells Fargo Advisors Fin Network | INVESTMENT ADVISORY | $0 | $40,166 |
| Benefit Audit Group, LLC | ACCOUNTANT | $0 | $10,100 |