Pk U.S.A. 401k Plan — Form 5500 plan (Pk U.S.A. 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, Pk U.S.A. 401k Plan is a benefit plan reported by Pk U.S.A. Inc. under EIN 62-1359375 and plan number 001. The latest loaded filing year is 2023. The filing reports 746 participants and $19,520,219 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pk U.S.A. Inc.
- EIN
- 62-1359375
- Plan number
- 001
- Plan type
- 2
- Location
- Shelbyville, IN
- Latest filing year
- 2023
- Participants
- 746
- End-of-year plan assets
- $19,520,219
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 746 | H, C | 20241002070645NAL0008447857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,520,219
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,520,219
- Net assets (BOY)
- $18,049,532
Income & contributions
- Employer contributions
- $268,239
- Participant contributions
- $682,633
- Total contributions
- $950,872
- Total income / additions
- $2,667,507
Expenses & distributions
- Benefits paid
- $1,147,837
- Administrative expenses
- $3,018
- Total expenses
- $1,196,820
- Net increase / (decrease)
- $1,470,687
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $8,193 | $32,231 | 2023 |
| Gallagher Fiduciary Advisors | NONE | $0 | $18,000 | 2023 |