Pioneer Incorporated Employee 401(K) Plan — Form 5500 plan (Pioneer Incorporated)
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, Pioneer Incorporated Employee 401(K) Plan is a benefit plan reported by Pioneer Incorporated under EIN 38-6061916 and plan number 002. The latest loaded filing year is 2023. The filing reports 265 participants and $18,445,233 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pioneer Incorporated
- EIN
- 38-6061916
- Plan number
- 002
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 265
- End-of-year plan assets
- $18,445,233
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 265 | H, C | 20240819170929NAL0001106435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,445,233
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,445,233
- Net assets (BOY)
- $15,408,935
Income & contributions
- Employer contributions
- $180,453
- Participant contributions
- $982,868
- Total contributions
- $1,221,617
- Total income / additions
- $3,913,897
Expenses & distributions
- Benefits paid
- $803,915
- Administrative expenses
- $64,599
- Total expenses
- $877,599
- Net increase / (decrease)
- $3,036,298
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Midwest Capital Advisors, LLC | RIA | $20,008 | not reported in the loaded dataset | 2023 |
| Cetera Advisor Networks LLC | RIA | $3,992 | not reported in the loaded dataset | 2023 |
| Beene Garter, A Doeren Mayhew Firm | TPA | $3,728 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $3,110 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pioneer Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Grand Rapids, MI
- Midwest Capital Advisors, LLC — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Beene Garter, A Doeren Mayhew Firm — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation