Power & Telephone Supply Company 401(K) Plan — Form 5500 plan (Power & Telephone Supply Company)

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 & Telephone Supply Company 401(K) Plan is a benefit plan reported by Power & Telephone Supply Company under EIN 62-0694520 and plan number 003. The latest loaded filing year is 2023. The filing reports 381 participants and $84,327,264 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Power & Telephone Supply Company
EIN
62-0694520
Plan number
003
Plan type
2
Location
Piperton, TN
Latest filing year
2023
Participants
381
End-of-year plan assets
$84,327,264

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023381H, C20241015104048NAL0048883840001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$84,327,264
Total liabilities (EOY)
$0
Net assets (EOY)
$84,327,264
Net assets (BOY)
$70,083,516

Income & contributions

Employer contributions
$2,958,775
Participant contributions
$1,735,854
Total contributions
$4,812,589
Total income / additions
$19,343,150

Expenses & distributions

Benefits paid
$5,019,999
Administrative expenses
$79,403
Total expenses
$5,099,402
Net increase / (decrease)
$14,243,748

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Argent Retirement Plan Advisors LLCINVESTMENT ADVISOR$49,445not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$29,958$02023

Related Form 5500 pages