2023 Form 5500 filing — Power Services Group 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 20240930143618NAL0003324803001) for Power Services Group 401(K) Plan, reported by Power Services Group, Inc. under EIN 46-1292896 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930143618NAL0003324803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Power Services Group, Inc.
- EIN
- 46-1292896
- Plan number
- 001
- Location
- Cape Coral, FL
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,297,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,297,539
- Employer contributions
- $537,035
- Participant contributions
- $1,175,330
- Total income / additions
- $3,565,318
- Benefits paid
- $1,821,431
- Administrative expenses
- $56,132
- Total expenses
- $1,885,063
- Net increase / (decrease)
- $1,680,255
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning, Inc. | RIA | $9,188 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $2,942 | not reported in the loaded dataset |
| Wilshire Assocates Inc | RIA | $1,414 | not reported in the loaded dataset |