Pella Mid-Atlantic, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Pella Mid-Atlantic 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, Pella Mid-Atlantic, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Pella Mid-Atlantic Inc. under EIN 83-1224745 and plan number 002. The latest loaded filing year is 2023. The filing reports 294 participants and $16,805,031 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pella Mid-Atlantic Inc.
- EIN
- 83-1224745
- Plan number
- 002
- Plan type
- 2
- Location
- Beltsville, MD
- Latest filing year
- 2023
- Participants
- 294
- End-of-year plan assets
- $16,805,031
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20240731135114NAL0021597537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,805,031
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,805,031
- Net assets (BOY)
- $15,500,156
Income & contributions
- Employer contributions
- $106,191
- Participant contributions
- $1,296,386
- Total contributions
- $1,411,706
- Total income / additions
- $3,248,539
Expenses & distributions
- Benefits paid
- $1,814,723
- Administrative expenses
- $128,941
- Total expenses
- $1,943,664
- Net increase / (decrease)
- $1,304,875
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $128,940 | $0 | 2023 |
| Wells Fargo Advisors Fin Network | INVESTMENT ADVISORY | $0 | $40,166 | 2023 |
| Benefit Audit Group, LLC | ACCOUNTANT | $0 | $10,100 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pella Mid-Atlantic Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Beltsville, MD
- Principal Life Insurance Company — Schedule C compensation
- Wells Fargo Advisors Fin Network — Schedule C compensation
- Benefit Audit Group, LLC — Schedule C compensation