2023 Form 5500 filing — Prattville Machine & Tool Co. 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 20240805145535NAL0000793683001) for Prattville Machine & Tool Co. 401(K) Plan, reported by Prattville Machine & Tool Co, Inc under EIN 04-2479433 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240805145535NAL0000793683001
Filing year
2023
Form type
2
Plan sponsor
Prattville Machine & Tool Co, Inc
EIN
04-2479433
Plan number
001
Location
Peabody, MA
Participants
136
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,259,268
Net assets (EOY)
$8,259,268
Employer contributions
$260,704
Participant contributions
$362,321
Total income / additions
$1,700,647
Benefits paid
$509,698
Administrative expenses
$51,152
Total expenses
$560,850
Net increase / (decrease)
$1,139,797
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$29,914$0
Lpl Financial LLC- RpcpINVESTMENT ADVISORY$21,237$18

Related Form 5500 pages