Pci Synthesis 401(K) Retirement Plan — Form 5500 plan (Polycarbon Industries, 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, Pci Synthesis 401(K) Retirement Plan is a benefit plan reported by Polycarbon Industries, Inc. under EIN 04-3287088 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $10,590,774 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Polycarbon Industries, Inc.
EIN
04-3287088
Plan number
001
Plan type
2
Location
Newburyport, MA
Latest filing year
2023
Participants
149
End-of-year plan assets
$10,590,774

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20260213135157NAL0001667170001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,590,774
Total liabilities (EOY)
$0
Net assets (EOY)
$10,590,774
Net assets (BOY)
$9,324,253

Income & contributions

Employer contributions
$255,760
Participant contributions
$570,152
Total contributions
$896,425
Total income / additions
$2,381,180

Expenses & distributions

Benefits paid
$1,111,559
Administrative expenses
$3,100
Total expenses
$1,114,659
Net increase / (decrease)
$1,266,521

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Clearing Services, LLCSERVICE PROVIDER$0$17,3372023
Angell Pension GroupTHIRD PARTY ADMINISTRATO$0$4,5602023

Related Form 5500 pages