Prattville Machine & Tool Co. 401(K) Plan — Form 5500 plan (Prattville Machine & Tool Co, Inc)

Plain-English plan 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, Prattville Machine & Tool Co. 401(K) Plan is a benefit plan reported by Prattville Machine & Tool Co, Inc under EIN 04-2479433 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $8,259,268 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Prattville Machine & Tool Co, Inc
EIN
04-2479433
Plan number
001
Plan type
2
Location
Peabody, MA
Latest filing year
2023
Participants
136
End-of-year plan assets
$8,259,268

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20240805145535NAL0000793683001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,259,268
Net assets (EOY)
$8,259,268
Net assets (BOY)
$7,119,471

Income & contributions

Employer contributions
$260,704
Participant contributions
$362,321
Total contributions
$623,025
Total income / additions
$1,700,647

Expenses & distributions

Benefits paid
$509,698
Administrative expenses
$51,152
Total expenses
$560,850
Net increase / (decrease)
$1,139,797

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$29,914$02023
Lpl Financial LLC- RpcpINVESTMENT ADVISORY$21,237$182023

Related Form 5500 pages