2023 Form 5500 filing — Pwlc Ii 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 20250501135001NAL0004913120001) for Pwlc Ii Inc 401(K) Profit Sharing Plan & Trust, reported by Pwlc Ii Inc under EIN 51-0532726 and plan number 001. It reports 191 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)$166.6KReported net assets$166,623
Participants191
Provider compensation$6.2K1 Schedule C row(s)$6,190
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250501135001NAL0004913120001
Plan sponsor
Pwlc Ii Inc
EIN
51-0532726
Plan number
001
Location
Indio, 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)$166.6K total assets
Net assets$166.6KLiabilities$0
Money in vs. money out
Total income / additions$109.5K
Total expenses$23.4K
Benefits paid / distributions$15.2K
Contributions
Employer$0
Participant$89.5K
Full reported line items
Total assets (EOY)
$166,623
Total liabilities (EOY)
$0
Net assets (EOY)
$166,623
Employer contributions
$0
Participant contributions
$89,483
Total income / additions
$109,475
Benefits paid
$15,190
Administrative expenses
$8,218
Total expenses
$23,408
Net increase / (decrease)
$86,067

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Paychex, Inc.RECORDKEEPER$6,190not reported in the loaded dataset

Related Form 5500 pages