2023 Form 5500 filing — Pgtek, Inc. 401(K) Profit Sharing Plan & Trust
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 20241008155417NAL0016990113001) for Pgtek, Inc. 401(K) Profit Sharing Plan & Trust, reported by Pgtek Inc. under EIN 54-2059324 and plan number 001. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008155417NAL0016990113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pgtek Inc.
- EIN
- 54-2059324
- Plan number
- 001
- Location
- Ashburn, VA
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,184,545
- Net assets (EOY)
- $4,184,545
- Employer contributions
- $244,597
- Participant contributions
- $685,381
- Total income / additions
- $1,707,546
- Benefits paid
- $728,155
- Administrative expenses
- $33,472
- Total expenses
- $767,189
- Net increase / (decrease)
- $940,357
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington Consulting Services | INVESTMENT ADVISOR | $27,841 | not reported in the loaded dataset |
| Everington Consulting Inc | TPA FEES | $5,631 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAL | $0 | $796 |
| Charles Schwab & Co., Inc. | SHAREHOLDER SERVICING | $0 | $0 |