2023 Form 5500 filing — Pentland Usa, Inc. 401(K) 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 20240813142351NAL0010538049001) for Pentland Usa, Inc. 401(K) Plan, reported by Pentland Usa, Inc. under EIN 31-1148429 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
- 20240813142351NAL0010538049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pentland Usa, Inc.
- EIN
- 31-1148429
- Plan number
- 001
- Location
- Cypress, CA
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,929,602
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,929,602
- Employer contributions
- $863,281
- Participant contributions
- $2,058,636
- Total income / additions
- $8,444,241
- Benefits paid
- $2,347,848
- Administrative expenses
- $122,469
- Total expenses
- $2,470,317
- Net increase / (decrease)
- $5,973,924
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marshall And Sterling Wealth Adv | ADVISOR | $62,886 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $59,583 | $0 |