2023 Form 5500 filing — Pk Companies Group, LLC 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 20241014152015NAL0015193731001) for Pk Companies Group, LLC 401(K) Plan, reported by Pk Companies Group, LLC under EIN 36-4790645 and plan number 001. It reports 387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014152015NAL0015193731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pk Companies Group, LLC
- EIN
- 36-4790645
- Plan number
- 001
- Location
- Wichita, KS
- Participants
- 387
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,662,159
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,662,159
- Employer contributions
- $591,476
- Participant contributions
- $1,347,140
- Total income / additions
- $3,922,775
- Benefits paid
- $938,520
- Administrative expenses
- $85,341
- Total expenses
- $1,033,143
- Net increase / (decrease)
- $2,889,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Agh Wealth Advisors, LLC | INVESTMENT ADV | $37,511 | not reported in the loaded dataset |
| Allen Gibbs & Houlik Lc | RECORD KEEPER | $34,643 | not reported in the loaded dataset |
| Forvis Mazars, Llp | AUDITOR | $13,125 | not reported in the loaded dataset |