Pioneer Home 401(K) Plan — Form 5500 plan (Pioneer Home, 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, Pioneer Home 401(K) Plan is a benefit plan reported by Pioneer Home, Inc. under EIN 41-0711612 and plan number 002. The latest loaded filing year is 2023. The filing reports 279 participants and $4,690,431 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pioneer Home, Inc.
EIN
41-0711612
Plan number
002
Plan type
2
Location
Fergus Falls, MN
Latest filing year
2023
Participants
279
End-of-year plan assets
$4,690,431

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023279H, C20240903134315NAL0038905890001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,690,431
Total liabilities (EOY)
$0
Net assets (EOY)
$4,690,431
Net assets (BOY)
$4,113,241

Income & contributions

Employer contributions
$127,246
Participant contributions
$321,509
Total contributions
$450,043
Total income / additions
$1,028,658

Expenses & distributions

Benefits paid
$446,344
Administrative expenses
$5,124
Total expenses
$451,468
Net increase / (decrease)
$577,190

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mma Securities LLCBROKER/ADVISER$0$11,6212023
Empower Annuity Insurance CompanyRECORDKEEPER$5,124$02023

Related Form 5500 pages