2023 Form 5500 filing — Pearlman Group 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 20241001134933NAL0013918162001) for Pearlman Group 401(K) Plan, reported by Gran Quartz, Lp under EIN 58-2368164 and plan number 001. It reports 355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001134933NAL0013918162001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gran Quartz, Lp
- EIN
- 58-2368164
- Plan number
- 001
- Location
- Suwanee, GA
- Participants
- 355
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,148,087
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,148,087
- Employer contributions
- $448,185
- Participant contributions
- $1,323,426
- Total income / additions
- $4,349,301
- Benefits paid
- $2,082,764
- Administrative expenses
- $80,816
- Total expenses
- $2,239,137
- Net increase / (decrease)
- $2,110,164
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Of Co | RECORDKEEPER | $28,615 | $0 |
| Creative Planning LLC | INVESTMENT ADVISOR | $26,194 | not reported in the loaded dataset |
| Bennett Thrasher Llp | AUDITOR | $26,000 | not reported in the loaded dataset |