Precision Capital, Ltd. 401(K) Plan — Form 5500 plan (Precision Capital, Ltd.)

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 Capital, Ltd. 401(K) Plan is a benefit plan reported by Precision Capital, Ltd. under EIN 47-3043619 and plan number 001. The latest loaded filing year is 2023. The filing reports 449 participants and $18,766,555 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Precision Capital, Ltd.
EIN
47-3043619
Plan number
001
Plan type
2
Location
Mentor, OH
Latest filing year
2023
Participants
449
End-of-year plan assets
$18,766,555

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023449H, C20241015165732NAL0016923155001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,766,555
Total liabilities (EOY)
$0
Net assets (EOY)
$18,766,555
Net assets (BOY)
$17,997,339

Income & contributions

Employer contributions
$360,340
Participant contributions
$818,932
Total contributions
$1,201,575
Total income / additions
$4,037,229

Expenses & distributions

Benefits paid
$3,173,254
Administrative expenses
$94,759
Total expenses
$3,268,013
Net increase / (decrease)
$769,216

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$74,759$02023
Global Retirement Partners LLCINVESTMENT ADVISORY$0$33,0012023
Cohen & CoACCOUNTANT$20,000not reported in the loaded dataset2023

Related Form 5500 pages