Precision, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Precision Pulley & Idler)

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, Precision, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Precision Pulley & Idler under EIN 42-1089098 and plan number 002. The latest loaded filing year is 2023. The filing reports 762 participants and $438,062,674 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Precision Pulley & Idler
EIN
42-1089098
Plan number
002
Plan type
2
Location
Pella, IA
Latest filing year
2023
Participants
762
End-of-year plan assets
$438,062,674

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023762H20250703114647NAL0000974672001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$438,062,674
Total liabilities (EOY)
$146,959,558
Net assets (EOY)
$291,103,116
Net assets (BOY)
$264,901,929

Income & contributions

Employer contributions
$11,549,674
Total contributions
$11,549,674
Total income / additions
$47,622,823

Expenses & distributions

Benefits paid
$17,310,503
Administrative expenses
$0
Total expenses
$21,421,636
Net increase / (decrease)
$26,201,187

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages