Plan5500

Power Services Group 401(K) Plan — Form 5500 plan (Power Services Group, 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, Power Services Group 401(K) Plan is a benefit plan reported by Power Services Group, Inc. under EIN 46-1292896 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $13,297,539 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Power Services Group, Inc.
EIN
46-1292896
Plan number
001
Plan type
2
Location
Cape Coral, FL
Latest filing year
2023
Participants
255
End-of-year plan assets
$13,297,539

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023255H, C20240930143618NAL0003324803001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,297,539
Total liabilities (EOY)
$0
Net assets (EOY)
$13,297,539
Net assets (BOY)
$11,617,284

Income & contributions

Employer contributions
$537,035
Participant contributions
$1,175,330
Total contributions
$2,001,800
Total income / additions
$3,565,318

Expenses & distributions

Benefits paid
$1,821,431
Administrative expenses
$56,132
Total expenses
$1,885,063
Net increase / (decrease)
$1,680,255

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning, Inc.RIA$9,188not reported in the loaded dataset2023
John Hancock UsaRECORDKEEPER$2,942not reported in the loaded dataset2023
Wilshire Assocates IncRIA$1,414not reported in the loaded dataset2023

Related Form 5500 pages