2023 Form 5500 filing — P.C. Richard & Son 401(K) 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 20241014191032NAL0015457075001) for P.C. Richard & Son 401(K) Savings Plan, reported by P.C. Richard & Son Long Island Corp under EIN 11-2128677 and plan number 001. It reports 2,337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014191032NAL0015457075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- P.C. Richard & Son Long Island Corp
- EIN
- 11-2128677
- Plan number
- 001
- Location
- Farmingdale, NY
- Participants
- 2,337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $193,174,464
- Total liabilities (EOY)
- $388,970
- Net assets (EOY)
- $192,785,494
- Employer contributions
- $3,103,871
- Participant contributions
- $7,413,866
- Total income / additions
- $36,457,369
- Benefits paid
- $19,306,821
- Administrative expenses
- $160,797
- Total expenses
- $19,484,265
- Net increase / (decrease)
- $16,973,104
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | NONE | $80,023 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $60,092 | $0 |
| John Hancock Retirement Plan Svcs | NONE | $20,682 | $0 |