2023 Form 5500 filing — Pkl Services, Inc. Cft 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 20241015185213NAL0015278579003) for Pkl Services, Inc. Cft 401(K) Plan, reported by Pkl Services, Inc. under EIN 47-0906427 and plan number 003. It reports 357 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)$13MReported net assets$13,031,563
Participants357
Provider compensation$59.1K2 Schedule C row(s)$59,136
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015185213NAL0015278579003
- Plan sponsor
- Pkl Services, Inc.
- EIN
- 47-0906427
- Plan number
- 003
- Location
- Poway, 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)$13M total assets
Net assets$13MLiabilities—
Full reported line items
- Total assets (EOY)
- $13,031,563
- Net assets (EOY)
- $13,031,563
- Employer contributions
- $726,144
- Participant contributions
- $1,469,287
- Total income / additions
- $4,701,374
- Benefits paid
- $1,964,919
- Administrative expenses
- $55,033
- Total expenses
- $2,040,407
- Net increase / (decrease)
- $2,660,967
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $53,453 | $0 |
| Benefit Associates, Inc. | OTHER SERVICES | $0 | $5,683 |