Pogue Construction Co., Lp 401(K) Profit Sharing Plan — Form 5500 plan (Pogue Construction Co., Lp)

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, Pogue Construction Co., Lp 401(K) Profit Sharing Plan is a benefit plan reported by Pogue Construction Co., Lp under EIN 75-1650672 and plan number 002. The latest loaded filing year is 2023. The filing reports 223 participants and $15,723,686 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pogue Construction Co., Lp
EIN
75-1650672
Plan number
002
Plan type
2
Location
Mckinney, TX
Latest filing year
2023
Participants
223
End-of-year plan assets
$15,723,686

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023223H, C20241014101004NAL0044098464001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,723,686
Total liabilities (EOY)
$35
Net assets (EOY)
$15,723,651
Net assets (BOY)
$13,171,317

Income & contributions

Employer contributions
$924,277
Participant contributions
$1,118,018
Total contributions
$2,335,337
Total income / additions
$4,331,891

Expenses & distributions

Benefits paid
$1,694,780
Administrative expenses
$84,777
Total expenses
$1,779,557
Net increase / (decrease)
$2,552,334

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fondren Oaks Capital ManagementNONE$55,681not reported in the loaded dataset2023
Ameritas Life Insurance CorpNONE$24,542not reported in the loaded dataset2023
Charles Schwab BankNONE$4,524$02023

Related Form 5500 pages