Pico Electronics, Inc. 401(K) Retirement Plan — Form 5500 plan (Pico Electronics, 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, Pico Electronics, Inc. 401(K) Retirement Plan is a benefit plan reported by Pico Electronics, Inc. under EIN 13-2589935 and plan number 002. The latest loaded filing year is 2023. The filing reports 313 participants and $16,905,292 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pico Electronics, Inc.
EIN
13-2589935
Plan number
002
Plan type
2
Location
Pelham, NY
Latest filing year
2023
Participants
313
End-of-year plan assets
$16,905,292

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023313H, C20241015105224NAL0028118897001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,905,292
Total liabilities (EOY)
$11,708
Net assets (EOY)
$16,893,584
Net assets (BOY)
$14,960,147

Income & contributions

Employer contributions
$491,656
Participant contributions
$154,669
Total contributions
$646,325
Total income / additions
$2,899,720

Expenses & distributions

Benefits paid
$874,963
Administrative expenses
$91,320
Total expenses
$966,283
Net increase / (decrease)
$1,933,437

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Republic Securities CompanyNONE$63,584$02023
Ubs Financial Services IncNONE$18,202$02023
Nationwide Life InsuranceNONE$8,527$02023

Related Form 5500 pages