Pdi 401(K) Profit Sharing Retirement Plan — Form 5500 plan (Plumbing Distributors, 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, Pdi 401(K) Profit Sharing Retirement Plan is a benefit plan reported by Plumbing Distributors, Inc. under EIN 58-1162636 and plan number 001. The latest loaded filing year is 2023. The filing reports 567 participants and $24,560,405 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Plumbing Distributors, Inc.
EIN
58-1162636
Plan number
001
Plan type
2
Location
Lawrenceville, GA
Latest filing year
2023
Participants
567
End-of-year plan assets
$24,560,405

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023567H, C20241003092813NAL0004740899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,560,405
Total liabilities (EOY)
$0
Net assets (EOY)
$24,560,405
Net assets (BOY)
$18,789,186

Income & contributions

Employer contributions
$604,398
Participant contributions
$1,690,993
Total contributions
$2,986,422
Total income / additions
$6,533,484

Expenses & distributions

Benefits paid
$725,558
Administrative expenses
$17,709
Total expenses
$762,265
Net increase / (decrease)
$5,771,219

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sageview Advisory Group, LLCINVESTMENT MGMT$10,746not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$6,963$02023

Related Form 5500 pages