Plan5500

Pk Companies Group, LLC 401(K) Plan — Form 5500 plan (Pk Companies Group, 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, Pk Companies Group, LLC 401(K) Plan is a benefit plan reported by Pk Companies Group, LLC under EIN 36-4790645 and plan number 001. The latest loaded filing year is 2023. The filing reports 387 participants and $12,662,159 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pk Companies Group, LLC
EIN
36-4790645
Plan number
001
Plan type
2
Location
Wichita, KS
Latest filing year
2023
Participants
387
End-of-year plan assets
$12,662,159

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023387H, C20241014152015NAL0015193731001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,662,159
Total liabilities (EOY)
$0
Net assets (EOY)
$12,662,159
Net assets (BOY)
$9,772,527

Income & contributions

Employer contributions
$591,476
Participant contributions
$1,347,140
Total contributions
$2,090,332
Total income / additions
$3,922,775

Expenses & distributions

Benefits paid
$938,520
Administrative expenses
$85,341
Total expenses
$1,033,143
Net increase / (decrease)
$2,889,632

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Agh Wealth Advisors, LLCINVESTMENT ADV$37,511not reported in the loaded dataset2023
Allen Gibbs & Houlik LcRECORD KEEPER$34,643not reported in the loaded dataset2023
Forvis Mazars, LlpAUDITOR$13,125not reported in the loaded dataset2023

Related Form 5500 pages