Pedernales Electric Cooperative Inc. Employees 401(K) Savings Plan — Form 5500 plan (Pedernales Electric 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, Pedernales Electric Cooperative Inc. Employees 401(K) Savings Plan is a benefit plan reported by Pedernales Electric Cooperative, Inc. under EIN 74-0828412 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,139 participants and $176,246,002 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pedernales Electric Cooperative, Inc.
- EIN
- 74-0828412
- Plan number
- 002
- Plan type
- 2
- Location
- Johnson City, TX
- Latest filing year
- 2023
- Participants
- 1,139
- End-of-year plan assets
- $176,246,002
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,139 | H, C | 20241001070722NAL0006458001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $176,246,002
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $176,246,002
- Net assets (BOY)
- $142,371,748
Income & contributions
- Employer contributions
- $7,677,536
- Participant contributions
- $6,865,851
- Total contributions
- $14,705,330
- Total income / additions
- $41,694,452
Expenses & distributions
- Benefits paid
- $7,656,362
- Administrative expenses
- $163,836
- Total expenses
- $7,820,198
- Net increase / (decrease)
- $33,874,254
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $113,489 | $15,214 | 2023 |
| Capfinancial Partners, LLC | NONE | $50,347 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pedernales Electric Cooperative, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Johnson City, TX
- Milliman, Inc. — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation