Pdc 401(K) Plan — Form 5500 plan (Pdc Machines LLC)
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, Pdc 401(K) Plan is a benefit plan reported by Pdc Machines LLC under EIN 23-2274559 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $7,422,019 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pdc Machines LLC
- EIN
- 23-2274559
- Plan number
- 001
- Plan type
- 2
- Location
- Souderton, PA
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $7,422,019
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20241009110450NAL0010547859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,422,019
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,422,019
- Net assets (BOY)
- $6,620,890
Income & contributions
- Employer contributions
- $465,288
- Participant contributions
- $916,915
- Total contributions
- $1,491,105
- Total income / additions
- $2,619,838
Expenses & distributions
- Benefits paid
- $1,774,353
- Administrative expenses
- $38,690
- Total expenses
- $1,818,709
- Net increase / (decrease)
- $801,129
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kathmere Capital Mgmt | INVESTMENT ADVISOR | $22,641 | $0 | 2023 |
| The Vanguard Group, Inc. | RECORDKEEPER | $13,245 | $0 | 2023 |
| Alerus Retirement Consulting | THIRD PART ADMINISTRATOR | $5,619 | $0 | 2023 |
| Ascensus LLC | RECORDKEEPER | $0 | $44 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pdc Machines LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Souderton, PA
- Kathmere Capital Mgmt — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Alerus Retirement Consulting — Schedule C compensation
- Ascensus LLC — Schedule C compensation