2023 Form 5500 filing — The Price Organization 401(K) Retirement 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 20240904092014NAL0019991521001) for The Price Organization 401(K) Retirement Plan, reported by The Price Organization under EIN 51-0294525 and plan number 003. It reports 400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904092014NAL0019991521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Price Organization
- EIN
- 51-0294525
- Plan number
- 003
- Location
- Newark, DE
- Participants
- 400
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,638,113
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,638,113
- Employer contributions
- $0
- Participant contributions
- $1,306,548
- Total income / additions
- $2,631,826
- Benefits paid
- $2,313,893
- Administrative expenses
- $60,433
- Total expenses
- $2,403,710
- Net increase / (decrease)
- $228,116
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Veery Capital | INVESTMENT ADVISOR | $32,930 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $25,013 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $4,874 | $0 |
| 360 Payroll Integration Corp | OTHER | $2,700 | not reported in the loaded dataset |
| Erisa Fiduciary Services Inc | OTHER | $300 | not reported in the loaded dataset |