2023 Form 5500 filing — Pivotal Housing Partners LLC 401(K) Retirement Savings 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 20241009083536NAL0010436851001) for Pivotal Housing Partners LLC 401(K) Retirement Savings Plan, reported by Pivotal Housing Partners LLC under EIN 82-3746970 and plan number 002. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009083536NAL0010436851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pivotal Housing Partners LLC
- EIN
- 82-3746970
- Plan number
- 002
- Location
- West Chester, OH
- Participants
- 288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,068,924
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,068,924
- Employer contributions
- $182,359
- Participant contributions
- $574,784
- Total income / additions
- $1,508,804
- Benefits paid
- $212,574
- Administrative expenses
- $54,102
- Total expenses
- $266,676
- Net increase / (decrease)
- $1,242,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $35,219 | $0 |
| Barnes Dennig | AUDITOR | $12,152 | not reported in the loaded dataset |
| Dwc - The 401(K) Experts | 3RD PARTY ADMINISTRATOR | $6,731 | $38 |