Pve, LLC 401k Plan — Form 5500 plan (Pve, 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, Pve, LLC 401k Plan is a benefit plan reported by Pve, LLC under EIN 61-1570899 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $13,080,510 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pve, LLC
EIN
61-1570899
Plan number
001
Plan type
2
Location
Sewickley, PA
Latest filing year
2023
Participants
176
End-of-year plan assets
$13,080,510

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023176H, C20240927134125NAL0004370466001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,080,510
Total liabilities (EOY)
$0
Net assets (EOY)
$13,080,510
Net assets (BOY)
$10,574,216

Income & contributions

Employer contributions
$429,128
Participant contributions
$967,216
Total contributions
$1,585,394
Total income / additions
$3,465,893

Expenses & distributions

Benefits paid
$917,343
Administrative expenses
$42,256
Total expenses
$959,599
Net increase / (decrease)
$2,506,294

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Advisory Services, LLCBROKER/DEALER$34,215$02023
Alerus FinancialINVESTMENT PROVIDER$6,728$02023

Related Form 5500 pages