2023 Form 5500 filing — Your Part-Time Controller, LLC 401(K) Profit Sharing 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 20241010094246NAL0033733664005) for Your Part-Time Controller, LLC 401(K) Profit Sharing Plan, reported by Your Part-Time Controller, LLC under EIN 22-3631980 and plan number 001. It reports 626 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$39.3MReported net assets$39,250,863

Participants626

Provider compensation$93.6K5 Schedule C row(s)$93,628

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241010094246NAL0033733664005
Plan sponsor: Your Part-Time Controller, LLC
EIN: 22-3631980
Plan number: 001
Location: Philadelphia, PA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$39.3M total assets

Net assets$39.3MLiabilities—

Money in vs. money out

Total income / additions$15.7M

Total expenses$1.8M

Benefits paid / distributions$1.7M

Contributions

Employer$1.6M

Participant$5.6M

Full reported line items

Total assets (EOY): $39,250,863
Net assets (EOY): $39,250,863
Employer contributions: $1,577,904
Participant contributions: $5,553,641
Total income / additions: $15,691,323
Benefits paid: $1,698,313
Administrative expenses: $92,621
Total expenses: $1,791,594
Net increase / (decrease): $13,899,729

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Lpl Financial$48.7K
INVESTMENT ADVISOR · Direct $48.7K · Indirect $0
2
Atr, Inc.$20.4K
CONTRACT ADMIN · Direct $20.4K · Indirect $0
3
Empower Annuity Insurance Of Americ$12.5K
RECORDKEEPER · Direct $12.5K · Indirect $0
4
Empower Advisory Group, LLC$11.8K
INVESTMENT MGMT · Direct $11.8K · Indirect $0
5
Lpl Financial$194
OTHER · Direct $194 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010094246NAL0033733664005 cover?: It is the 2023 Form 5500 filing for Your Part-Time Controller, LLC 401(K) Profit Sharing Plan, reported by Your Part-Time Controller, LLC (EIN 22-3631980).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).