Pernix Group 401(K) Retirement Plan — Form 5500 plan (Pernix Group 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, Pernix Group 401(K) Retirement Plan is a benefit plan reported by Pernix Group Inc. under EIN 36-4025775 and plan number 002. The latest loaded filing year is 2023. The filing reports 397 participants and $41,570,570 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pernix Group Inc.
- EIN
- 36-4025775
- Plan number
- 002
- Plan type
- 2
- Location
- Lombard, IL
- Latest filing year
- 2023
- Participants
- 397
- End-of-year plan assets
- $41,570,570
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 397 | H, C | 20240731090056NAL0021974129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,570,570
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,570,570
- Net assets (BOY)
- $34,212,579
Income & contributions
- Employer contributions
- $1,248,671
- Participant contributions
- $2,555,738
- Total contributions
- $4,393,155
- Total income / additions
- $10,312,183
Expenses & distributions
- Benefits paid
- $2,862,611
- Administrative expenses
- $91,581
- Total expenses
- $2,954,192
- Net increase / (decrease)
- $7,357,991
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $45,870 | $0 | 2023 |
| Mma Securities LLC | NONE | $32,500 | not reported in the loaded dataset | 2023 |
| Vanguard Advisers Inc. | NONE | $14,161 | not reported in the loaded dataset | 2023 |