Pearce Industries, Inc. 401(K) Retirement And Savings Plan — Form 5500 plan (Pearce Industries, 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, Pearce Industries, Inc. 401(K) Retirement And Savings Plan is a benefit plan reported by Pearce Industries, Inc. under EIN 74-1892795 and plan number 002. The latest loaded filing year is 2023. The filing reports 956 participants and $63,596,907 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pearce Industries, Inc.
- EIN
- 74-1892795
- Plan number
- 002
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 956
- End-of-year plan assets
- $63,596,907
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 956 | H, C | 20241010122500NAL0011456211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,596,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,596,907
- Net assets (BOY)
- $51,053,786
Income & contributions
- Employer contributions
- $3,253,992
- Participant contributions
- $3,336,504
- Total contributions
- $9,280,650
- Total income / additions
- $16,120,777
Expenses & distributions
- Benefits paid
- $3,351,837
- Administrative expenses
- $194,965
- Total expenses
- $3,577,656
- Net increase / (decrease)
- $12,543,121
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $102,546 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $34,558 | $0 | 2023 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $30,461 | not reported in the loaded dataset | 2023 |
| Melton & Melton Llp | AUDITOR | $26,500 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pearce Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Melton & Melton Llp — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation