2023 Form 5500 filing — Pedcor Companies 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 20240731135317NAL0048676226002) for Pedcor Companies 401(K) Plan, reported by Pedcor Management Corp. under EIN 35-1722212 and plan number 001. It reports 1,204 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)$39.1MReported net assets$39,065,717
Participants1.2K1,204
Provider compensation$119K3 Schedule C row(s)$119,007
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240731135317NAL0048676226002
Plan sponsor
Pedcor Management Corp.
EIN
35-1722212
Plan number
001
Location
Carmel, IN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$39.1M total assets
Net assets$39.1MLiabilities
Money in vs. money out
Total income / additions$10.1M
Total expenses$4.1M
Benefits paid / distributions$3.9M
Contributions
Employer$530.3K
Participant$3M
Full reported line items
Total assets (EOY)
$39,065,717
Net assets (EOY)
$39,065,717
Employer contributions
$530,262
Participant contributions
$3,041,334
Total income / additions
$10,123,122
Benefits paid
$3,943,713
Administrative expenses
$146,973
Total expenses
$4,091,110
Net increase / (decrease)
$6,032,012
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $74K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $28K
  3. 3
    INVESTMENT MGMT · Direct $17K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731135317NAL0048676226002 cover?
It is the 2023 Form 5500 filing for Pedcor Companies 401(K) Plan, reported by Pedcor Management Corp. (EIN 35-1722212).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages