2023 Form 5500 filing — The Partners Group, Ltd 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 20241013215337NAL0026291729001) for The Partners Group, Ltd 401(K) Profit Sharing Plan, reported by The Partners Group, Ltd under EIN 93-1300504 and plan number 001. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013215337NAL0026291729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Partners Group, Ltd
- EIN
- 93-1300504
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,190,986
- Net assets (EOY)
- $31,190,986
- Employer contributions
- $884,102
- Participant contributions
- $2,428,382
- Total income / additions
- $8,364,352
- Benefits paid
- $2,014,260
- Administrative expenses
- $6,096
- Total expenses
- $2,020,356
- Net increase / (decrease)
- $6,343,996
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Premier Retirement Services Inc | CONTRACT ADMINISTRATOR | $3,475 | $13,360 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $3,974 | not reported in the loaded dataset |