The Prestwick Group, Inc. 401(K) Savings Plan — Form 5500 plan (The Prestwick 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, The Prestwick Group, Inc. 401(K) Savings Plan is a benefit plan reported by The Prestwick Group, Inc. under EIN 39-1888813 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $7,897,726 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Prestwick Group, Inc.
EIN
39-1888813
Plan number
001
Plan type
2
Location
Sussex, WI
Latest filing year
2023
Participants
202
End-of-year plan assets
$7,897,726

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023202H, C20250121103230NAL0002282931001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,897,726
Total liabilities (EOY)
$0
Net assets (EOY)
$7,897,726
Net assets (BOY)
$6,460,169

Income & contributions

Employer contributions
$297,216
Participant contributions
$635,778
Total contributions
$1,471,493
Total income / additions
$2,587,712

Expenses & distributions

Benefits paid
$1,117,025
Administrative expenses
$33,130
Total expenses
$1,150,155
Net increase / (decrease)
$1,437,557

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Ins CompanyRECORDKEEPER$31,330not reported in the loaded dataset2023

Related Form 5500 pages