Pfeiffer & Son, Ltd Employee'S Profit Sharing & Trust — Form 5500 plan (Pfeiffer & Son, Ltd.)

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, Pfeiffer & Son, Ltd Employee'S Profit Sharing & Trust is a benefit plan reported by Pfeiffer & Son, Ltd. under EIN 74-1462167 and plan number 001. The latest loaded filing year is 2023. The filing reports 354 participants and $64,010,197 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pfeiffer & Son, Ltd.
EIN
74-1462167
Plan number
001
Plan type
2
Location
La Porte, TX
Latest filing year
2023
Participants
354
End-of-year plan assets
$64,010,197

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023354H, C20240725103914NAL0023837920001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,010,197
Total liabilities (EOY)
$0
Net assets (EOY)
$64,010,197
Net assets (BOY)
$52,436,852

Income & contributions

Employer contributions
$1,750,974
Participant contributions
$341,218
Total contributions
$2,092,192
Total income / additions
$13,758,117

Expenses & distributions

Benefits paid
$2,218,175
Administrative expenses
-$33,403
Total expenses
$2,184,772
Net increase / (decrease)
$11,573,345

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl-RpcpINVESTMENT ADVISOR$41,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$19,635not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$94,038$02023

Related Form 5500 pages