2023 Form 5500 filing — Precision Roll Grinders Savings & Investment 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 20241008101945NAL0008255171001) for Precision Roll Grinders Savings & Investment Plan, reported by Precision Roll Grinders, Inc. under EIN 23-1720790 and plan number 002. It reports 132 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)$18MReported net assets$17,988,328
Participants132
Provider compensation$47.5K2 Schedule C row(s)$47,489
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008101945NAL0008255171001
Plan sponsor
Precision Roll Grinders, Inc.
EIN
23-1720790
Plan number
002
Location
Allentown, PA
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)$18M total assets
Net assets$18MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$2.3M
Benefits paid / distributions$2.2M
Contributions
Employer$356.8K
Participant$903.2K
Full reported line items
Total assets (EOY)
$17,988,328
Total liabilities (EOY)
$0
Net assets (EOY)
$17,988,328
Employer contributions
$356,770
Participant contributions
$903,198
Total income / additions
$3,499,414
Benefits paid
$2,217,593
Administrative expenses
$47,362
Total expenses
$2,264,955
Net increase / (decrease)
$1,234,459
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $30K
  2. 2
    RECORDKEEPER · Direct $17.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008101945NAL0008255171001 cover?
It is the 2023 Form 5500 filing for Precision Roll Grinders Savings & Investment Plan, reported by Precision Roll Grinders, Inc. (EIN 23-1720790).
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