2023 Form 5500 filing — P1 Group Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725144726NAL0008329459001) for P1 Group Profit Sharing Plan, reported by P1 Group under EIN 43-1801918 and plan number 001. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725144726NAL0008329459001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- P1 Group
- EIN
- 43-1801918
- Plan number
- 001
- Location
- Lenexa, KS
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,553,307
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,553,307
- Employer contributions
- $1,290,516
- Participant contributions
- $1,877,293
- Total income / additions
- $8,828,950
- Benefits paid
- $4,991,796
- Administrative expenses
- $119,420
- Total expenses
- $5,111,216
- Net increase / (decrease)
- $3,717,734
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Massachusetts Mutual Life Ins Comp | INVESTMENT ADVISOR | $77,293 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $27,660 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $25,863 | not reported in the loaded dataset |
| Compensation Benefit Planning, Inc. | CONTRACT ADMIN | $0 | $5,833 |
| Erp National LLC Dba Erp Retirement | CONTRACT ADMIN | $0 | $4,167 |