2023 Form 5500 filing — Pds Ko 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 20240925182834NAL0014821745001) for Pds Ko 401(K) Plan, reported by Pds Consultants, Inc. under EIN 11-3124680 and plan number 003. It reports 605 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925182834NAL0014821745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pds Consultants, Inc.
- EIN
- 11-3124680
- Plan number
- 003
- Location
- Louisville, KY
- Participants
- 605
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,302,491
- Net assets (EOY)
- $13,302,491
- Employer contributions
- $1,333,499
- Participant contributions
- $1,339,170
- Total income / additions
- $4,560,118
- Benefits paid
- $1,081,144
- Administrative expenses
- $70,118
- Total expenses
- $1,151,262
- Net increase / (decrease)
- $3,408,856
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $59,614 | $0 |
| Mcgregor And Associates | TPA | $10,504 | $0 |