2023 Form 5500 filing — Pfl Tech, 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 20240815165301NAL0013331345001) for Pfl Tech, Inc. 401(K) Plan, reported by Pfl Tech, Inc under EIN 81-0512202 and plan number 001. It reports 497 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815165301NAL0013331345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pfl Tech, Inc
- EIN
- 81-0512202
- Plan number
- 001
- Location
- Livingston, MT
- Participants
- 497
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,723,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,723,435
- Employer contributions
- $929,641
- Participant contributions
- $1,594,835
- Total income / additions
- $6,345,287
- Benefits paid
- $1,980,402
- Administrative expenses
- $76,693
- Total expenses
- $2,057,095
- Net increase / (decrease)
- $4,288,192
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $53,411 | $0 |
| Lpl Financial LLC | ADVISOR | $23,282 | not reported in the loaded dataset |