2023 Form 5500 filing — Penteledata Ltd. Partnership 401(K) Salary Reduction 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 20241009154431NAL0031756192001) for Penteledata Ltd. Partnership 401(K) Salary Reduction Plan, reported by Penteledata Limited Partnership I under EIN 23-2788828 and plan number 001. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009154431NAL0031756192001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Penteledata Limited Partnership I
- EIN
- 23-2788828
- Plan number
- 001
- Location
- Palmerton, PA
- Participants
- 229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,549,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,549,483
- Employer contributions
- $188,992
- Participant contributions
- $643,558
- Total income / additions
- $1,580,442
- Benefits paid
- $59,538
- Administrative expenses
- $27,787
- Total expenses
- $89,450
- Net increase / (decrease)
- $1,490,992
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $23,608 | $0 |
| Royal Alliance Associates, Inc. | BROKER | $0 | $11,099 |
| Stalker & Associates, Inc. | TPA/ RECORDKEEPER | $3,277 | $310 |
| Envestnet Retirement Solutions, LLC | INVESTMENT ADVISORY-PLAN | $902 | not reported in the loaded dataset |