2023 Form 5500 filing — Pts Group 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 20241015141620NAL0028730001001) for Pts Group Savings Plan, reported by Precision Tools Service, Inc. under EIN 35-1752977 and plan number 001. It reports 180 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)$11.7MReported net assets$11,711,642
Participants180
Provider compensation$64.9K3 Schedule C row(s)$64,857
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015141620NAL0028730001001
- Plan sponsor
- Precision Tools Service, Inc.
- EIN
- 35-1752977
- Plan number
- 001
- Location
- Columbus, IN
- 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)$11.7M total assets
Net assets$11.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,711,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,711,642
- Employer contributions
- $367,028
- Participant contributions
- $689,330
- Total income / additions
- $2,393,207
- Benefits paid
- $523,739
- Administrative expenses
- $43,788
- Total expenses
- $567,527
- Net increase / (decrease)
- $1,825,680
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | RECORDKEEPER | $38,622 | $0 |
| Rbc Capital Markets, LLC | INVESTMENT ADVISORY | $0 | $17,756 |
| Blue Benefits Consulting, Inc | TPA | $4,840 | $3,639 |