2023 Form 5500 filing — Pdg Employee Stock Ownership 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 20241015220906NAL0051496528001) for Pdg Employee Stock Ownership Plan, reported by Process Distribution Group under EIN 71-1043927 and plan number 005. It reports 357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$37.3MReported net assets$37,252,612
Participants357
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015220906NAL0051496528001
Plan sponsor
Process Distribution Group
EIN
71-1043927
Plan number
005
Location
San Jose, CA
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)$37.8M total assets
Net assets$37.3MLiabilities$591.5K
Money in vs. money out
Total income / additions$60.8M
Total expenses$105.6M
Benefits paid / distributions$105.6M
Full reported line items
Total assets (EOY)
$37,844,065
Total liabilities (EOY)
$591,453
Net assets (EOY)
$37,252,612
Total income / additions
$60,844,217
Benefits paid
$105,575,187
Administrative expenses
$275
Total expenses
$105,575,462
Net increase / (decrease)
-$44,731,245

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015220906NAL0051496528001 cover?
It is the 2023 Form 5500 filing for Pdg Employee Stock Ownership Plan, reported by Process Distribution Group (EIN 71-1043927).
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