2023 Form 5500 filing — Powerhouse Retail Services 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 20240919093524NAL0005724161001) for Powerhouse Retail Services 401(K) Plan, reported by Powerhouse Retail Services, LLC under EIN 26-0761398 and plan number 001. It reports 951 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919093524NAL0005724161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Powerhouse Retail Services, LLC
- EIN
- 26-0761398
- Plan number
- 001
- Location
- Crowley, TX
- Participants
- 951
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,121,796
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,121,796
- Employer contributions
- $482,521
- Participant contributions
- $2,519,273
- Total income / additions
- $8,015,181
- Benefits paid
- $6,535,665
- Administrative expenses
- $96,893
- Total expenses
- $6,632,558
- Net increase / (decrease)
- $1,382,623
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $41,224 | $0 |
| Creative Planning LLC | ADVISOR | $32,772 | not reported in the loaded dataset |
| Lockton Investment Advisors | ADVISOR | $16,568 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $6,329 | not reported in the loaded dataset |