Pure Wafer, Inc. 401(K) Plan — Form 5500 plan (Pure Wafer, 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, Pure Wafer, Inc. 401(K) Plan is a benefit plan reported by Pure Wafer, Inc under EIN 71-1020986 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $7,404,688 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pure Wafer, Inc
EIN
71-1020986
Plan number
001
Plan type
2
Location
Prescott, AZ
Latest filing year
2023
Participants
241
End-of-year plan assets
$7,404,688

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023241H, C20241011173135NAL0037853888001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,404,688
Total liabilities (EOY)
$0
Net assets (EOY)
$7,404,688
Net assets (BOY)
$6,064,038

Income & contributions

Employer contributions
$269,079
Participant contributions
$831,293
Total contributions
$1,100,372
Total income / additions
$2,085,594

Expenses & distributions

Benefits paid
$727,448
Administrative expenses
$6,584
Total expenses
$744,944
Net increase / (decrease)
$1,340,650

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$5,234not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$1,350$02023

Related Form 5500 pages