2023 Form 5500 filing — Pinkard Construction Co. Employee Profit-Sharing And 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 20240926113448NAL0001058224001) for Pinkard Construction Co. Employee Profit-Sharing And 401(K) Plan, reported by Pinkard Construction Co. under EIN 84-0514920 and plan number 001. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926113448NAL0001058224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pinkard Construction Co.
- EIN
- 84-0514920
- Plan number
- 001
- Location
- Lakewood, CO
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,995,301
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,995,301
- Employer contributions
- $349,384
- Participant contributions
- $930,565
- Total income / additions
- $4,412,564
- Benefits paid
- $2,262,987
- Administrative expenses
- $51,145
- Total expenses
- $2,314,132
- Net increase / (decrease)
- $2,098,432
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ima Wealth Inc | INVESTMENT ADVISORY | $30,010 | $0 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $21,135 | $0 |