2023 Form 5500 filing — Pella Carolina 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 20241010094439NAL0019880225001) for Pella Carolina 401 (K) Plan, reported by Pella Carolina, Inc. under EIN 56-2280814 and plan number 001. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010094439NAL0019880225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pella Carolina, Inc.
- EIN
- 56-2280814
- Plan number
- 001
- Location
- High Point, NC
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,765,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,765,365
- Employer contributions
- $275,705
- Participant contributions
- $923,974
- Total income / additions
- $3,439,583
- Benefits paid
- $922,546
- Administrative expenses
- $25,760
- Total expenses
- $954,786
- Net increase / (decrease)
- $2,484,797
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stifel Nicolaus | INVESTMENT/FINANCIAL ADVI | $19,881 | $0 |
| Adp, Inc. | RECORD KEEPER | $5,878 | $0 |