2023 Form 5500 filing — Panattoni Development Company, 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 20240822153030NAL0010972082001) for Panattoni Development Company, Inc. 401(K) Plan, reported by Panattoni Development Company, Inc. under EIN 26-0768789 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822153030NAL0010972082001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Panattoni Development Company, Inc.
- EIN
- 26-0768789
- Plan number
- 001
- Location
- Sacramento, CA
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,454,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,454,923
- Employer contributions
- $807,904
- Participant contributions
- $2,301,153
- Total income / additions
- $8,703,061
- Benefits paid
- $1,498,527
- Administrative expenses
- $106,697
- Total expenses
- $1,635,508
- Net increase / (decrease)
- $7,067,553
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | ADVISOR | $62,939 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $28,783 | $0 |
| Campbell Taylor Washburn | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset |