2023 Form 5500 filing — Pellerin Milnor Corporation And Affiliated Employers 401(K) Retirement Savings 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 20241014112157NAL0026030177001) for Pellerin Milnor Corporation And Affiliated Employers 401(K) Retirement Savings Plan, reported by Pellerin Milnor Corporation under EIN 72-1103525 and plan number 003. It reports 509 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112157NAL0026030177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pellerin Milnor Corporation
- EIN
- 72-1103525
- Plan number
- 003
- Location
- Kenner, LA
- Participants
- 509
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,457,201
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,457,201
- Employer contributions
- $669,589
- Participant contributions
- $1,883,667
- Total income / additions
- $8,256,889
- Benefits paid
- $3,466,314
- Administrative expenses
- $40,647
- Total expenses
- $3,510,733
- Net increase / (decrease)
- $4,746,156
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $26,870 | $0 |
| Leglue & Company Cpas | ACCOUNTANT | $7,919 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $5,859 | not reported in the loaded dataset |