The Contractors Retirement Plan — Form 5500 plan (Pkf-Mark Iii, 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, The Contractors Retirement Plan is a benefit plan reported by Pkf-Mark Iii, Inc. under EIN 23-1715080 and plan number 003. The latest loaded filing year is 2023. The filing reports 228 participants and $20,081,642 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pkf-Mark Iii, Inc.
EIN
23-1715080
Plan number
003
Plan type
2
Location
Newtown, PA
Latest filing year
2023
Participants
228
End-of-year plan assets
$20,081,642

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023228H20240927063611NAL0000908451001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,081,642
Total liabilities (EOY)
$0
Net assets (EOY)
$20,081,642
Net assets (BOY)
$17,745,518

Income & contributions

Employer contributions
$1,723,803
Participant contributions
$440,638
Total contributions
$2,164,441
Total income / additions
$4,711,312

Expenses & distributions

Benefits paid
$2,271,412
Administrative expenses
$17,500
Total expenses
$2,375,188
Net increase / (decrease)
$2,336,124

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages