Pkl Services, Inc. 401(K) Plan — Form 5500 plan (Pkl Services, 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, Pkl Services, Inc. 401(K) Plan is a benefit plan reported by Pkl Services, Inc. under EIN 47-0906427 and plan number 004. The latest loaded filing year is 2023. The filing reports 487 participants and $8,044,348 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pkl Services, Inc.
EIN
47-0906427
Plan number
004
Plan type
2
Location
Poway, CA
Latest filing year
2023
Participants
487
End-of-year plan assets
$8,044,348

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023487H, C20241015180445NAL0017015219004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,044,348
Net assets (EOY)
$8,044,348
Net assets (BOY)
$7,303,629

Income & contributions

Employer contributions
$85,751
Participant contributions
$716,220
Total contributions
$874,493
Total income / additions
$2,094,460

Expenses & distributions

Benefits paid
$1,253,213
Administrative expenses
$35,222
Total expenses
$1,353,741
Net increase / (decrease)
$740,719

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$35,316$02023

Related Form 5500 pages