2023 Form 5500 filing — Performance Lighting Systems 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 20241015063635NAL0015910323001) for Performance Lighting Systems 401(K) Plan, reported by Performance Lighting Systems, In under EIN 26-0183374 and plan number 001. It reports 151 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)$16.6MReported net assets$16,559,923
Participants151
Provider compensation$91.2K3 Schedule C row(s)$91,157
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015063635NAL0015910323001
Plan sponsor
Performance Lighting Systems, In
EIN
26-0183374
Plan number
001
Location
Irvine, CA
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)$16.6M total assets
Net assets$16.6MLiabilities$0
Money in vs. money out
Total income / additions$4.2M
Total expenses$1M
Benefits paid / distributions$938.8K
Contributions
Employer$516.9K
Participant$1.1M
Full reported line items
Total assets (EOY)
$16,559,923
Total liabilities (EOY)
$0
Net assets (EOY)
$16,559,923
Employer contributions
$516,940
Participant contributions
$1,129,722
Total income / additions
$4,199,494
Benefits paid
$938,810
Administrative expenses
$91,157
Total expenses
$1,032,595
Net increase / (decrease)
$3,166,899

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Wedbush Securities Inc.INVESTMENT/FINANCIAL ADVI$71,249$0
Adp, Inc.RECORD KEEPER$19,908$0
Adp Broker-DealerRECORD KEEPER$0$0

Related Form 5500 pages