2023 Form 5500 filing — Priority Technology Holdings, Inc. 401k 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 20240927101126NAL0001124515001) for Priority Technology Holdings, Inc. 401k Plan, reported by Priority Technology Holdings, Inc. under EIN 47-4257046 and plan number 001. It reports 710 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927101126NAL0001124515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Priority Technology Holdings, Inc.
- EIN
- 47-4257046
- Plan number
- 001
- Location
- Alpharetta, GA
- Participants
- 710
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,369,109
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,369,109
- Employer contributions
- $3,203,813
- Participant contributions
- $3,454,492
- Total income / additions
- $11,872,446
- Benefits paid
- $4,069,204
- Administrative expenses
- $129,282
- Total expenses
- $4,198,616
- Net increase / (decrease)
- $7,673,830
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $119,282 | not reported in the loaded dataset |
| Creative Planning Hold Co, LLC | SERVICE PROVIDER | $0 | $62,330 |
| Frazier & Deeter, LLC | SERVICE PROVIDER | $10,000 | not reported in the loaded dataset |