Pioneer Telephone Cooperative, Inc. 401(K) Plan — Form 5500 plan (Pioneer Telephone Cooperative, 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, Pioneer Telephone Cooperative, Inc. 401(K) Plan is a benefit plan reported by Pioneer Telephone Cooperative, Inc. under EIN 73-0618715 and plan number 006. The latest loaded filing year is 2023. The filing reports 651 participants and $154,212,232 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pioneer Telephone Cooperative, Inc.
- EIN
- 73-0618715
- Plan number
- 006
- Plan type
- 2
- Location
- Kingfisher, OK
- Latest filing year
- 2023
- Participants
- 651
- End-of-year plan assets
- $154,212,232
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 651 | H, C | 20240913163504NAL0006140835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $154,212,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $154,212,232
- Net assets (BOY)
- $138,834,040
Income & contributions
- Employer contributions
- $4,765,260
- Participant contributions
- $1,396,235
- Total contributions
- $6,324,487
- Total income / additions
- $27,013,536
Expenses & distributions
- Benefits paid
- $11,504,125
- Administrative expenses
- $130,000
- Total expenses
- $11,635,344
- Net increase / (decrease)
- $15,378,192
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bancfirst | TRUSTEE | $75,000 | not reported in the loaded dataset | 2023 |
| Mcafee & Taft | ATTORNEY | $30,000 | not reported in the loaded dataset | 2023 |
| Burns Wealth Management Dba Exencia | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pioneer Telephone Cooperative, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Kingfisher, OK
- Bancfirst — Schedule C compensation
- Mcafee & Taft — Schedule C compensation
- Burns Wealth Management Dba Exencia — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation