2023 Form 5500 filing — Power Systems & Controls, Inc. Employee Stock Ownership And Savings 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 20250807190117NAL0003724337001) for Power Systems & Controls, Inc. Employee Stock Ownership And Savings Plan, reported by Power Systems & Controls, Inc. under EIN 54-0790452 and plan number 002. It reports 157 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)$9.9MReported net assets$9,915,962
Participants157
Provider compensation$23.8K2 Schedule C row(s)$23,794
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250807190117NAL0003724337001
Plan sponsor
Power Systems & Controls, Inc.
EIN
54-0790452
Plan number
002
Location
Henrico, VA
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)$9.9M total assets
Net assets$9.9MLiabilities$2.3K
Money in vs. money out
Total income / additions$812K
Total expenses$895.7K
Benefits paid / distributions$868.9K
Contributions
Employer$95.8K
Participant$217.7K
Full reported line items
Total assets (EOY)
$9,918,240
Total liabilities (EOY)
$2,278
Net assets (EOY)
$9,915,962
Employer contributions
$95,759
Participant contributions
$217,716
Total income / additions
$812,038
Benefits paid
$868,857
Administrative expenses
$22,473
Total expenses
$895,676
Net increase / (decrease)
-$83,638

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Global Retirement Partners, LLCINVESTMENT ADVISORY$15,210$2
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$8,582$0

Related Form 5500 pages