2023 Form 5500 filing — Pdg 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 20241011183224NAL0012856227001) for Pdg 401(K) Plan, reported by Process Distribution Group under EIN 71-1043927 and plan number 006. It reports 222 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)$20.9MReported net assets$20,874,188
Participants222
Provider compensation$54.1K2 Schedule C row(s)$54,144
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011183224NAL0012856227001
Plan sponsor
Process Distribution Group
EIN
71-1043927
Plan number
006
Location
San Jose, CA
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)$20.9M total assets
Net assets$20.9MLiabilities$0
Money in vs. money out
Total income / additions$7.7M
Total expenses$2.6M
Benefits paid / distributions$2.5M
Contributions
Employer$22.7K
Participant$1.2M
Full reported line items
Total assets (EOY)
$20,874,188
Total liabilities (EOY)
$0
Net assets (EOY)
$20,874,188
Employer contributions
$22,679
Participant contributions
$1,178,322
Total income / additions
$7,737,286
Benefits paid
$2,497,744
Administrative expenses
$55,635
Total expenses
$2,553,379
Net increase / (decrease)
$5,183,907
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $42.4K
  2. 2
    RECORDKEEPER · Direct $11.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011183224NAL0012856227001 cover?
It is the 2023 Form 5500 filing for Pdg 401(K) Plan, reported by Process Distribution Group (EIN 71-1043927).
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