2023 Form 5500 filing — Precision Grinding & Manufacturing Corp. Profit Sharing 401(K) Retirement 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 20241010140457NAL0020245425001) for Precision Grinding & Manufacturing Corp. Profit Sharing 401(K) Retirement Plan, reported by Precision Grinding & Manufacturing Corp. under EIN 16-0924683 and plan number 002. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010140457NAL0020245425001
Filing year
2023
Form type
2
Plan sponsor
Precision Grinding & Manufacturing Corp.
EIN
16-0924683
Plan number
002
Location
Rochester, NY
Participants
174
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,915,391
Total liabilities (EOY)
$0
Net assets (EOY)
$11,915,391
Employer contributions
$28,400
Participant contributions
$481,400
Total income / additions
$2,166,843
Benefits paid
$400,719
Administrative expenses
$44,053
Total expenses
$445,692
Net increase / (decrease)
$1,721,151
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
First Great-West Life & AnnuityRECORDKEEPER$32,043$0
Rbc Capital Markets, LLCBROKER/ADVISOR$0$17,795
Flaherty Salmin LlpAUDITOR$8,400not reported in the loaded dataset
Lifetime Benefit SolutionsCONTRACT ADMIN$935$5,000
Empower Advisory GroupINVESTMENT MGMT$4,500not reported in the loaded dataset

Related Form 5500 pages