Paw Associates LLC 401(K) Plan — Form 5500 plan (Paw Associates LLC)
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, Paw Associates LLC 401(K) Plan is a benefit plan reported by Paw Associates LLC under EIN 55-0855831 and plan number 001. The latest loaded filing year is 2023. The filing reports 408 participants and $6,695,013 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Paw Associates LLC
- EIN
- 55-0855831
- Plan number
- 001
- Plan type
- 2
- Location
- Abbottstown, PA
- Latest filing year
- 2023
- Participants
- 408
- End-of-year plan assets
- $6,695,013
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 408 | H, C | 20240807090032NAL0001979043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,695,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,695,013
- Net assets (BOY)
- $4,961,668
Income & contributions
- Employer contributions
- $664,537
- Participant contributions
- $623,833
- Total contributions
- $1,465,919
- Total income / additions
- $2,453,359
Expenses & distributions
- Benefits paid
- $719,489
- Administrative expenses
- $525
- Total expenses
- $720,014
- Net increase / (decrease)
- $1,733,345
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Triad Advisors LLC | ADVISOR | $0 | $18,467 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $525 | $0 | 2023 |