Pgav Savings And Investment Plan — Form 5500 plan (Peckham Guyton Albers & Viets, 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, Pgav Savings And Investment Plan is a benefit plan reported by Peckham Guyton Albers & Viets, Inc. under EIN 43-0831161 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $52,400,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peckham Guyton Albers & Viets, Inc.
- EIN
- 43-0831161
- Plan number
- 001
- Plan type
- 2
- Location
- St Louis, MO
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $52,400,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20241014164648NAL0045360240001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,400,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,400,011
- Net assets (BOY)
- $45,735,574
Income & contributions
- Employer contributions
- $1,126,938
- Participant contributions
- $2,405,669
- Total contributions
- $3,740,505
- Total income / additions
- $10,546,876
Expenses & distributions
- Benefits paid
- $3,771,078
- Administrative expenses
- $108,341
- Total expenses
- $3,882,439
- Net increase / (decrease)
- $6,664,437
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning LLC | ADVISOR | $43,750 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors | ADVISOR | $31,250 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $30,195 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Peckham Guyton Albers & Viets, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St Louis, MO
- Creative Planning LLC — Schedule C compensation
- Lockton Investment Advisors — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation