P.C. Richard & Son 401(K) Savings Plan — Form 5500 plan (P.C. Richard & Son Long Island Corp)
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, P.C. Richard & Son 401(K) Savings Plan is a benefit plan reported by P.C. Richard & Son Long Island Corp under EIN 11-2128677 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,337 participants and $193,174,464 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- P.C. Richard & Son Long Island Corp
- EIN
- 11-2128677
- Plan number
- 001
- Plan type
- 2
- Location
- Farmingdale, NY
- Latest filing year
- 2023
- Participants
- 2,337
- End-of-year plan assets
- $193,174,464
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,337 | H, C | 20241014191032NAL0015457075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $193,174,464
- Total liabilities (EOY)
- $388,970
- Net assets (EOY)
- $192,785,494
- Net assets (BOY)
- $175,812,390
Income & contributions
- Employer contributions
- $3,103,871
- Participant contributions
- $7,413,866
- Total contributions
- $10,574,516
- Total income / additions
- $36,457,369
Expenses & distributions
- Benefits paid
- $19,306,821
- Administrative expenses
- $160,797
- Total expenses
- $19,484,265
- Net increase / (decrease)
- $16,973,104
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | NONE | $80,023 | not reported in the loaded dataset | 2023 |
| T Rowe Price Rps Inc | NONE | $60,092 | $0 | 2023 |
| John Hancock Retirement Plan Svcs | NONE | $20,682 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for P.C. Richard & Son Long Island Corp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Farmingdale, NY
- Capfinancial Partners LLC — Schedule C compensation
- T Rowe Price Rps Inc — Schedule C compensation
- John Hancock Retirement Plan Svcs — Schedule C compensation