2023 Form 5500 filing — Presidio 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 20241008113434NAL0009595203001) for Presidio LLC 401(K) Plan, reported by Presidio LLC under EIN 41-1254123 and plan number 001. It reports 3,629 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008113434NAL0009595203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Presidio LLC
- EIN
- 41-1254123
- Plan number
- 001
- Location
- Reston, VA
- Participants
- 3,629
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $407,497,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $407,497,975
- Employer contributions
- $6,641,229
- Participant contributions
- $28,967,294
- Total income / additions
- $100,463,176
- Benefits paid
- $35,689,683
- Administrative expenses
- $364,718
- Total expenses
- $36,070,525
- Net increase / (decrease)
- $64,392,651
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $251,560 | $0 |
| Kestra Advisory Services LLC | NONE | $65,000 | not reported in the loaded dataset |
| Deloitte & Touche | NONE | $46,082 | not reported in the loaded dataset |