2023 Form 5500 filing — Pflow Industries, Inc. 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 20241014150809NAL0045022960001) for Pflow Industries, Inc. 401(K) Plan, reported by Pflow Industries, Inc. under EIN 39-1252646 and plan number 001. It reports 258 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)$15MReported net assets$14,952,052
Participants258
Provider compensation$57K4 Schedule C row(s)$57,033
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014150809NAL0045022960001
- Plan sponsor
- Pflow Industries, Inc.
- EIN
- 39-1252646
- Plan number
- 001
- Location
- Milwaukee, WI
- Received date
- not reported in the loaded dataset
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)$15M total assets
Net assets$15MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,952,052
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,952,052
- Employer contributions
- $8,862
- Participant contributions
- $1,009,154
- Total income / additions
- $3,134,069
- Benefits paid
- $1,293,613
- Administrative expenses
- $49,874
- Total expenses
- $1,343,487
- Net increase / (decrease)
- $1,790,582
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spectrum Investment Advisors Inc | INVESTMENT ADVISOR | $30,009 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $21,747 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,777 | not reported in the loaded dataset |
| The Retirement Advantage Inc | CONTRACT ADMIN | $1,500 | not reported in the loaded dataset |