Pure Fishing, Inc Retirement Plan — Form 5500 plan (Pure Fishing, 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, Pure Fishing, Inc Retirement Plan is a benefit plan reported by Pure Fishing, Inc under EIN 42-0784220 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,641 participants and $79,468,863 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pure Fishing, Inc
EIN
42-0784220
Plan number
001
Plan type
2
Location
Columbia, SC
Latest filing year
2023
Participants
1,641
End-of-year plan assets
$79,468,863

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,641H, C20240930142742NAL0009577664001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$79,468,863
Total liabilities (EOY)
$0
Net assets (EOY)
$79,468,863
Net assets (BOY)
$67,172,703

Income & contributions

Employer contributions
$3,374,702
Participant contributions
$5,000,181
Total contributions
$8,687,670
Total income / additions
$20,555,681

Expenses & distributions

Benefits paid
$8,166,239
Administrative expenses
$152,923
Total expenses
$8,320,174
Net increase / (decrease)
$12,235,507

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$82,923$02023
Creative Planning LLCADVISOR$52,500not reported in the loaded dataset2023
Lockton Investment AdvisorsADVISOR$17,500not reported in the loaded dataset2023

Related Form 5500 pages