2023 Form 5500 filing — Press Ganey Associates LLC 401(K) Profit Sharing Plan And Trust
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 20241008160156NAL0017936721001) for Press Ganey Associates LLC 401(K) Profit Sharing Plan And Trust, reported by Press Ganey Associates LLC under EIN 35-1646289 and plan number 001. It reports 2,824 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008160156NAL0017936721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Press Ganey Associates LLC
- EIN
- 35-1646289
- Plan number
- 001
- Location
- South Bend, IN
- Participants
- 2,824
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $205,393,176
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $205,393,176
- Employer contributions
- $767,587
- Participant contributions
- $15,592,153
- Total income / additions
- $48,495,373
- Benefits paid
- $19,405,233
- Administrative expenses
- $320,246
- Total expenses
- $19,735,243
- Net increase / (decrease)
- $28,760,130
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $212,217 | $0 |
| Vanguard Advisers Inc. | NONE | $48,904 | not reported in the loaded dataset |
| Sageview Advisory Group LLC | NONE | $41,250 | not reported in the loaded dataset |
| Crowe Llp | NONE | $24,675 | not reported in the loaded dataset |