Publishers Circulation Fulfillment, Inc. Retirement Plan — Form 5500 plan (Publishers Circulation Fulfillment, 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, Publishers Circulation Fulfillment, Inc. Retirement Plan is a benefit plan reported by Publishers Circulation Fulfillment, Inc. under EIN 52-1318059 and plan number 001. The latest loaded filing year is 2023. The filing reports 362 participants and $25,176,859 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Publishers Circulation Fulfillment, Inc.
EIN
52-1318059
Plan number
001
Plan type
2
Location
Hunt Valley, MD
Latest filing year
2023
Participants
362
End-of-year plan assets
$25,176,859

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023362H, C20241015151148NAL0016716307001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,176,859
Total liabilities (EOY)
$0
Net assets (EOY)
$25,176,859
Net assets (BOY)
$24,011,792

Income & contributions

Employer contributions
$212,643
Participant contributions
$821,681
Total contributions
$1,034,324
Total income / additions
$4,630,762

Expenses & distributions

Benefits paid
$3,379,370
Administrative expenses
$63,774
Total expenses
$3,465,695
Net increase / (decrease)
$1,165,067

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$38,542$02023
Rocaton Investment Advisors LLCADVISOR$25,232not reported in the loaded dataset2023

Related Form 5500 pages