2023 Form 5500 filing — Pgh Wong Engineering, 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 20240924114326NAL0022842752001) for Pgh Wong Engineering, Inc. 401(K) Plan, reported by Pgh Wong Engineering, Inc. under EIN 94-2987905 and plan number 001. It reports 343 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)$64.3MReported net assets$64,287,603
Participants343
Provider compensation$64.4K4 Schedule C row(s)$64,436
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240924114326NAL0022842752001
Plan sponsor
Pgh Wong Engineering, Inc.
EIN
94-2987905
Plan number
001
Location
San Francisco, CA
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)$64.3M total assets
Net assets$64.3MLiabilities$0
Money in vs. money out
Total income / additions$17.3M
Total expenses$4.5M
Benefits paid / distributions$4.4M
Contributions
Employer$3.7M
Participant$3.9M
Full reported line items
Total assets (EOY)
$64,287,603
Total liabilities (EOY)
$0
Net assets (EOY)
$64,287,603
Employer contributions
$3,682,448
Participant contributions
$3,908,208
Total income / additions
$17,296,282
Benefits paid
$4,402,000
Administrative expenses
$64,436
Total expenses
$4,466,436
Net increase / (decrease)
$12,829,846
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $55.7K
  2. 2
    RECORDKEEPER · Direct $5.4K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $3.3K · Indirect $0
  4. 4
    INVESTMENT MGMT · Direct $11

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924114326NAL0022842752001 cover?
It is the 2023 Form 5500 filing for Pgh Wong Engineering, Inc. 401(K) Plan, reported by Pgh Wong Engineering, Inc. (EIN 94-2987905).
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