Pvs Sackett-Waconia, Inc. 401(K) Plan — Form 5500 plan (Pvs Sackett-Waconia, 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, Pvs Sackett-Waconia, Inc. 401(K) Plan is a benefit plan reported by Pvs Sackett-Waconia, Inc. under EIN 87-3949310 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $11,970,765 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12MPlan net assets, end of year$11,970,765
Participants170Covered participants reported
Assets / participant$70.4KComputed: assets ÷ participants$70,416 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
- Plan sponsor
- Pvs Sackett-Waconia, Inc.
- EIN
- 87-3949310
- Plan number
- 001
- Plan type
- 2
- Location
- Nya, MN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20241015142350NAL0014831539001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$12M total assets
Net assets$12MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $11,970,765
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,970,765
- Net assets (BOY)
- $9,149,755
Income & contributions
- Employer contributions
- $702,395
- Participant contributions
- $838,530
- Total contributions
- $1,540,925
- Total income / additions
- $3,450,279
Expenses & distributions
- Benefits paid
- $638,999
- Administrative expenses
- -$9,730
- Total expenses
- $629,269
- Net increase / (decrease)
- $2,821,010
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$13,915 | $0 | 2023 |