2023 Form 5500 filing — Presidio Employee Co LLC 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 20240906121200NAL0001960434001) for Presidio Employee Co LLC 401(K) Plan, reported by Presidio Employee Co LLC under EIN 82-5116779 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906121200NAL0001960434001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Presidio Employee Co LLC
- EIN
- 82-5116779
- Plan number
- 001
- Location
- Fort Worth, TX
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,709,522
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,709,522
- Employer contributions
- $652,627
- Participant contributions
- $974,827
- Total income / additions
- $2,853,934
- Benefits paid
- $580,206
- Administrative expenses
- $33,546
- Total expenses
- $613,752
- Net increase / (decrease)
- $2,240,182
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Fin. Life Ins. Co. | RECORDKEEPER | $30,354 | $0 |
| Pinnacle Financial Services Inc | RECORDKEEPER | $1,900 | $0 |
| Mesirow Financial, Inc. | INVESTMENT ADVIRSORY - PL | $1,292 | not reported in the loaded dataset |
| Lpl Financial | BROKER | $0 | $848 |