2023 Form 5500 filing — The Pts, Icx, Kil 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 20240930140750NAL0005773409001) for The Pts, Icx, Kil 401(K) Plan, reported by Paramount And Interconex, Inc. under EIN 13-2671970 and plan number 002. It reports 283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930140750NAL0005773409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Paramount And Interconex, Inc.
- EIN
- 13-2671970
- Plan number
- 002
- Location
- San Marcos, CA
- Participants
- 283
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,358,670
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,358,670
- Participant contributions
- $895,592
- Total income / additions
- $2,497,668
- Benefits paid
- $1,205,542
- Administrative expenses
- $57,582
- Total expenses
- $1,263,124
- Net increase / (decrease)
- $1,234,544
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $46,582 | $0 |
| Forus Advisors LLC | SERVICE PROVIDER | $0 | $34,639 |
| Pension Assurance Llp | SERVICE PROVIDER | $11,000 | not reported in the loaded dataset |