2023 Form 5500 filing — Pfi Holding Company, LLC Retirement 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 20241015123040NAL0028426961001) for Pfi Holding Company, LLC Retirement Plan, reported by Pfi Holding Company, LLC under EIN 32-0436545 and plan number 001. It reports 381 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123040NAL0028426961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pfi Holding Company, LLC
- EIN
- 32-0436545
- Plan number
- 001
- Location
- Hazelwood, MO
- Participants
- 381
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,472,494
- Net assets (EOY)
- $17,472,494
- Employer contributions
- $229,937
- Participant contributions
- $1,426,343
- Total income / additions
- $4,418,111
- Benefits paid
- $2,926,086
- Administrative expenses
- $66,516
- Total expenses
- $2,993,208
- Net increase / (decrease)
- $1,424,903
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $48,516 | $0 |
| Gallagher Fiduciary Advisors LLC | CONSULTING | $18,000 | not reported in the loaded dataset |