Priority Envelope, Inc. 401(K) Retirement Plan — Form 5500 plan (Priority Envelope, 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, Priority Envelope, Inc. 401(K) Retirement Plan is a benefit plan reported by Priority Envelope, Inc. under EIN 41-1828245 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $8,611,516 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Priority Envelope, Inc.
EIN
41-1828245
Plan number
001
Plan type
2
Location
Plymouth, MN
Latest filing year
2023
Participants
285
End-of-year plan assets
$8,611,516

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023285H, C20241008125830NAL0016664225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,611,516
Total liabilities (EOY)
$0
Net assets (EOY)
$8,611,516
Net assets (BOY)
$9,024,133

Income & contributions

Employer contributions
$125,715
Participant contributions
$652,736
Total contributions
$851,467
Total income / additions
$2,316,871

Expenses & distributions

Benefits paid
$2,665,465
Administrative expenses
$57,495
Total expenses
$2,729,488
Net increase / (decrease)
-$412,617

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$26,068$02023
Retireright LLCADVISOR$18,532not reported in the loaded dataset2023
Barton Walter & Krier, P.CACCOUNTANT$12,895not reported in the loaded dataset2023

Related Form 5500 pages