Principal Manufacturing Corp. 401(K) Profit Sharing Plan — Form 5500 plan (Principal Manufacturing)
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, Principal Manufacturing Corp. 401(K) Profit Sharing Plan is a benefit plan reported by Principal Manufacturing under EIN 36-3088293 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $7,761,359 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Principal Manufacturing
- EIN
- 36-3088293
- Plan number
- 001
- Plan type
- 2
- Location
- Broadview, IL
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $7,761,359
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20241014153603NAL0026590065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,761,359
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,761,359
- Net assets (BOY)
- $6,509,906
Income & contributions
- Employer contributions
- $168,058
- Participant contributions
- $515,729
- Total contributions
- $683,787
- Total income / additions
- $1,714,985
Expenses & distributions
- Benefits paid
- $451,978
- Administrative expenses
- $2,500
- Total expenses
- $463,532
- Net increase / (decrease)
- $1,251,453
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $0 | $16,321 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,500 | $0 | 2023 |