Precision Grinding & Manufacturing Corp. Profit Sharing 401(K) Retirement Plan — Form 5500 plan (Precision Grinding & Manufacturing 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, Precision Grinding & Manufacturing Corp. Profit Sharing 401(K) Retirement Plan is a benefit plan reported by Precision Grinding & Manufacturing Corp. under EIN 16-0924683 and plan number 002. The latest loaded filing year is 2023. The filing reports 174 participants and $11,915,391 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Precision Grinding & Manufacturing Corp.
EIN
16-0924683
Plan number
002
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
174
End-of-year plan assets
$11,915,391

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023174H, C20241010140457NAL0020245425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,915,391
Total liabilities (EOY)
$0
Net assets (EOY)
$11,915,391
Net assets (BOY)
$10,194,240

Income & contributions

Employer contributions
$28,400
Participant contributions
$481,400
Total contributions
$509,800
Total income / additions
$2,166,843

Expenses & distributions

Benefits paid
$400,719
Administrative expenses
$44,053
Total expenses
$445,692
Net increase / (decrease)
$1,721,151

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Great-West Life & AnnuityRECORDKEEPER$32,043$02023
Rbc Capital Markets, LLCBROKER/ADVISOR$0$17,7952023
Flaherty Salmin LlpAUDITOR$8,400not reported in the loaded dataset2023
Lifetime Benefit SolutionsCONTRACT ADMIN$935$5,0002023
Empower Advisory GroupINVESTMENT MGMT$4,500not reported in the loaded dataset2023

Related Form 5500 pages