Puckett Machinery Company 401(K) Retirement Savings Plan And Trust — Form 5500 plan (Puckett Machinery 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, Puckett Machinery Company 401(K) Retirement Savings Plan And Trust is a benefit plan reported by Puckett Machinery Company under EIN 64-0395517 and plan number 001. The latest loaded filing year is 2023. The filing reports 515 participants and $43,512,223 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Puckett Machinery Company
- EIN
- 64-0395517
- Plan number
- 001
- Plan type
- 2
- Location
- Flowood, MS
- Latest filing year
- 2023
- Participants
- 515
- End-of-year plan assets
- $43,512,223
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 515 | H, C | 20240730083441NAL0011659827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,512,223
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,512,223
- Net assets (BOY)
- $37,170,953
Income & contributions
- Employer contributions
- $964,738
- Participant contributions
- $2,300,182
- Total contributions
- $3,269,881
- Total income / additions
- $9,552,309
Expenses & distributions
- Benefits paid
- $3,113,516
- Administrative expenses
- $97,523
- Total expenses
- $3,211,039
- Net increase / (decrease)
- $6,341,270
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trustmark National Bank | TRUSTEE | $55,096 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $22,181 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $20,246 | $0 | 2023 |