Pako, Inc. Employees' 401(K) Plan And Trust — Form 5500 plan (Pako, 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, Pako, Inc. Employees' 401(K) Plan And Trust is a benefit plan reported by Pako, Inc. under EIN 34-1123019 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $18,361,887 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pako, Inc.
EIN
34-1123019
Plan number
001
Plan type
2
Location
Mentor, OH
Latest filing year
2023
Participants
227
End-of-year plan assets
$18,361,887

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023227H, C20241011074614NAL0012267139001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,361,887
Total liabilities (EOY)
$0
Net assets (EOY)
$18,361,887
Net assets (BOY)
$16,490,650

Income & contributions

Employer contributions
$264,272
Participant contributions
$859,176
Total contributions
$1,354,784
Total income / additions
$3,603,425

Expenses & distributions

Benefits paid
$1,580,494
Administrative expenses
$151,694
Total expenses
$1,732,188
Net increase / (decrease)
$1,871,237

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mgo One Seven, LLCTPA$100,605$13,2672023
NationwideCUSTODIAN/RECORD KEEPER$50,295$18,2752023
Mgo Investment Advisors, Inc.INVESTMENT ADVISOR$0$24,3052023

Related Form 5500 pages