Pioneer Employees 401 (K) Plan — Form 5500 plan (Pioneer North America, 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, Pioneer Employees 401 (K) Plan is a benefit plan reported by Pioneer North America, Inc. under EIN 95-3243785 and plan number 001. The latest loaded filing year is 2023. The filing reports 326 participants and $69,406,378 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pioneer North America, Inc.
- EIN
- 95-3243785
- Plan number
- 001
- Plan type
- 2
- Location
- Torrance, CA
- Latest filing year
- 2023
- Participants
- 326
- End-of-year plan assets
- $69,406,378
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 326 | H, C | 20241008134408NAL0017716865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,406,378
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,406,378
- Net assets (BOY)
- $65,172,775
Income & contributions
- Employer contributions
- $121,726
- Participant contributions
- $813,481
- Total contributions
- $1,566,627
- Total income / additions
- $12,815,453
Expenses & distributions
- Benefits paid
- $8,503,066
- Administrative expenses
- $78,784
- Total expenses
- $8,581,850
- Net increase / (decrease)
- $4,233,603
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $30,071 | $0 | 2023 |
| Multnomah Group | CONSULTANT | $27,713 | not reported in the loaded dataset | 2023 |
| Kieckhafer, Schiffer Llp | OTHER | $11,000 | not reported in the loaded dataset | 2023 |
| Kieckhafer Schiffer & Company Llp | ACCOUNTANT | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pioneer North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Torrance, CA
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation
- Multnomah Group — Schedule C compensation
- Kieckhafer, Schiffer Llp — Schedule C compensation
- Kieckhafer Schiffer & Company Llp — Schedule C compensation