2023 Form 5500 filing — Price Transfer, Inc. Employees' 401(K) Profit Sharing 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 20241014153611NAL0027733841001) for Price Transfer, Inc. Employees' 401(K) Profit Sharing Plan, reported by Price Transfer, Inc. under EIN 95-2934295 and plan number 002. It reports 388 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153611NAL0027733841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Price Transfer, Inc.
- EIN
- 95-2934295
- Plan number
- 002
- Location
- Rancho Dominguez, CA
- Participants
- 388
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,645,085
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,645,085
- Employer contributions
- $421,154
- Participant contributions
- $899,596
- Total income / additions
- $3,268,841
- Benefits paid
- $989,230
- Administrative expenses
- $91,364
- Total expenses
- $1,080,594
- Net increase / (decrease)
- $2,188,247
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | CONTRACT ADMINISTRATOR | $79,964 | not reported in the loaded dataset |
| Futureplan By Ascensus | RECORDKEEPING & INFO MGM | $11,400 | not reported in the loaded dataset |