2023 Form 5500 filing — Pence Construction 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 20240904155859NAL0011246083001) for Pence Construction 401(K) Plan, reported by Lcg Pence, LLC under EIN 22-3878410 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904155859NAL0011246083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lcg Pence, LLC
- EIN
- 22-3878410
- Plan number
- 001
- Location
- Lake Oswego, OR
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,019,758
- Total liabilities (EOY)
- $21,026
- Net assets (EOY)
- $16,998,732
- Employer contributions
- $594,211
- Participant contributions
- $1,393,624
- Total income / additions
- $4,724,108
- Benefits paid
- $1,958,733
- Administrative expenses
- $91,642
- Total expenses
- $2,050,375
- Net increase / (decrease)
- $2,673,733
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aldrich Wealth Limited Partnership | INVESTMENT ADVISOR | $52,609 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,264 | $0 |
| Prime Retirement Solutions LLC | CONTRACT ADMIN | $10,010 | not reported in the loaded dataset |