Power Systems & Controls, Inc. Employee Stock Ownership And Savings Plan — Form 5500 plan (Power Systems & Controls, 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 Systems & Controls, Inc. Employee Stock Ownership And Savings Plan is a benefit plan reported by Power Systems & Controls, Inc. under EIN 54-0790452 and plan number 002. The latest loaded filing year is 2023. The filing reports 157 participants and $9,918,240 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.9MPlan net assets, end of year$9,915,962
Participants157Covered participants reported
Assets / participant$63.2KComputed: assets ÷ participants$63,174 (computed)
Provider compensation$23.8K2 Schedule C provider row(s)$23,794
Plan sponsor
Power Systems & Controls, Inc.
EIN
54-0790452
Plan number
002
Plan type
2
Location
Henrico, VA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023157H, C20250807190117NAL0003724337001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9.9M total assets
Net assets$9.9MLiabilities$2.3K
Money in vs. money out
Total income / additions$812K
Total expenses$895.7K
Benefits paid / distributions$868.9K
Contributions
Employer$95.8K
Participant$217.7K
Full reported line items

Net assets

Total assets (EOY)
$9,918,240
Total liabilities (EOY)
$2,278
Net assets (EOY)
$9,915,962
Net assets (BOY)
$9,999,600

Income & contributions

Employer contributions
$95,759
Participant contributions
$217,716
Total contributions
$313,475
Total income / additions
$812,038

Expenses & distributions

Benefits paid
$868,857
Administrative expenses
$22,473
Total expenses
$895,676
Net increase / (decrease)
-$83,638
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 31%Participant 69%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income107%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners, LLCINVESTMENT ADVISORY$15,210$22023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$8,582$02023

Related Form 5500 pages