2023 Form 5500 filing — Public Policy Holding Company, Inc. 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 20241011084542NAL0012298579001) for Public Policy Holding Company, Inc. 401(K) Plan, reported by Public Policy Holding Company, Inc. under EIN 87-3557229 and plan number 001. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011084542NAL0012298579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Public Policy Holding Company, Inc.
- EIN
- 87-3557229
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,704,758
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,704,758
- Participant contributions
- $3,406,954
- Total income / additions
- $13,009,067
- Benefits paid
- $1,149,106
- Administrative expenses
- $171,234
- Total expenses
- $1,320,340
- Net increase / (decrease)
- $11,688,727
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $165,854 | $0 |
| Raymond James Insurance Group, Inc. | OTHER SERVICES | $0 | $66,464 |
| Coastal Pension Services, Inc | CONTRACT ADMINISTRATOR | $5,408 | $12,530 |
| Raymond James & Associates, Inc. | OTHER SERVICES | $0 | $16,277 |