2023 Form 5500 filing — Pvi Holdings, Inc. 401(K) Profit Sharing 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 20250410073023NAL0021378993001) for Pvi Holdings, Inc. 401(K) Profit Sharing Plan, reported by Pvi Holdings, Inc. under EIN 26-2137253 and plan number 001. It reports 1,305 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)$99.7MReported net assets$99,696,346
Participants1.3K1,305
Provider compensation$259.4K3 Schedule C row(s)$259,443
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250410073023NAL0021378993001
- Plan sponsor
- Pvi Holdings, Inc.
- EIN
- 26-2137253
- Plan number
- 001
- Location
- Houston, TX
- 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)$99.7M total assets
Net assets$99.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $99,696,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,696,346
- Employer contributions
- $2,516,535
- Participant contributions
- $6,387,761
- Total income / additions
- $25,255,048
- Benefits paid
- $9,349,098
- Administrative expenses
- $172,214
- Total expenses
- $9,909,161
- Net increase / (decrease)
- $15,345,887
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $172,214 | $0 |
| Securities America Advisors, Inc. | INVESTMENT ADVISORY | $0 | $87,229 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |