2023 Form 5500 filing — Powertherm Co Inc 401(K) Profit Sharing Plan & Trust

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 20241015144028NAL0016651379001) for Powertherm Co Inc 401(K) Profit Sharing Plan & Trust, reported by Powertherm Co Inc under EIN 74-1586963 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.9MReported net assets$3,912,806
Participants177
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015144028NAL0016651379001
Plan sponsor
Powertherm Co Inc
EIN
74-1586963
Plan number
001
Location
Houston, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$3.9M total assets
Net assets$3.9MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$3.5M
Benefits paid / distributions$3.5M
Contributions
Employer$367.5K
Participant$453.9K
Full reported line items
Total assets (EOY)
$3,912,806
Total liabilities (EOY)
$0
Net assets (EOY)
$3,912,806
Employer contributions
$367,533
Participant contributions
$453,889
Total income / additions
$1,907,838
Benefits paid
$3,529,975
Administrative expenses
$1,540
Total expenses
$3,531,515
Net increase / (decrease)
-$1,623,677

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015144028NAL0016651379001 cover?
It is the 2023 Form 5500 filing for Powertherm Co Inc 401(K) Profit Sharing Plan & Trust, reported by Powertherm Co Inc (EIN 74-1586963).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages