Who sponsors the Pvi Holdings, Inc. 401(K) Profit Sharing Plan?

Pvi Holdings, Inc. 401(K) Profit Sharing Plan is reported as sponsored by Pvi Holdings, Inc. (EIN 26-2137253, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Pvi Holdings, Inc. 401(K) Profit Sharing Plan?

The latest Form 5500 filing year loaded for Pvi Holdings, Inc. 401(K) Profit Sharing Plan is 2023.

How many participants does Pvi Holdings, Inc. 401(K) Profit Sharing Plan report?

Pvi Holdings, Inc. 401(K) Profit Sharing Plan reports 1,305 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Pvi Holdings, Inc. 401(K) Profit Sharing Plan?

Pvi Holdings, Inc. 401(K) Profit Sharing Plan reports $99,696,346 in end-of-year plan assets in its latest loaded Form 5500 filing.

Pvi Holdings, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Pvi Holdings, 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, Pvi Holdings, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Pvi Holdings, Inc. under EIN 26-2137253 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,305 participants and $99,696,346 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$99.7MPlan net assets, end of year$99,696,346

Participants1.3KCovered participants reported1,305

Assets / participant$76.4KComputed: assets ÷ participants$76,396 (computed)

Provider compensation$259.4K3 Schedule C provider row(s)$259,443

Plan sponsor: Pvi Holdings, Inc.
EIN: 26-2137253
Plan number: 001
Plan type: 2
Location: Houston, TX
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	1,305	H, C	20250410073023NAL0021378993001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$99.7M total assets

Net assets$99.7MLiabilities$0

Money in vs. money out

Total income / additions$25.3M

Total expenses$9.9M

Benefits paid / distributions$9.3M

Contributions

Employer$2.5M

Participant$6.4M

Full reported line items

Net assets

Total assets (EOY): $99,696,346
Total liabilities (EOY): $0
Net assets (EOY): $99,696,346
Net assets (BOY): $84,298,412

Income & contributions

Employer contributions: $2,516,535
Participant contributions: $6,387,761
Total contributions: $9,556,129
Total income / additions: $25,255,048

Expenses & distributions

Benefits paid: $9,349,098
Administrative expenses: $172,214
Total expenses: $9,909,161
Net increase / (decrease): $15,345,887

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

28%72%

Employer 28%Participant 72%

Total expenses ÷ net assets10%Computed ratio

Benefits paid ÷ total income37%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Principal Life Insurance Company	CONTRACT ADMINISTRATOR	$172,214	$0	2023
Securities America Advisors, Inc.	INVESTMENT ADVISORY	$0	$87,229	2023
Morningstar Investment Management L	INV ADV, PARTICIPANTS	$0	$0	2023