2023 Form 5500 filing — Platinum Equity 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 20241001180432NAL0012368352001) for Platinum Equity 401(K) Plan, reported by Platinum Equity, LLC under EIN 95-4666134 and plan number 001. It reports 1,475 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001180432NAL0012368352001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Platinum Equity, LLC
- EIN
- 95-4666134
- Plan number
- 001
- Location
- Beverly Hills, CA
- Participants
- 1,475
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $269,019,552
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $269,019,552
- Employer contributions
- $1,786,037
- Participant contributions
- $6,396,693
- Total income / additions
- $63,173,091
- Benefits paid
- $24,542,862
- Administrative expenses
- $109,128
- Total expenses
- $24,672,605
- Net increase / (decrease)
- $38,500,486
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rpa Financial, LLC | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $36,350 | $0 |
| Plante & Moran, Pllc | ACCOUNTANT/AUDITOR | $20,500 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $12,278 | not reported in the loaded dataset |