2023 Form 5500 filing — Pando 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 20241014104725NAL0044210192001) for Pando 401(K) Plan, reported by Pando LLC under EIN 88-3328544 and plan number 001. It reports 597 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014104725NAL0044210192001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Pando LLC
- EIN
- 88-3328544
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 597
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,896,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,896,848
- Employer contributions
- $911,667
- Participant contributions
- $1,983,957
- Total income / additions
- $4,017,878
- Benefits paid
- $682,720
- Administrative expenses
- $0
- Total expenses
- $682,720
- Net increase / (decrease)
- $3,335,158
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans, Inc. | TPA | $27,672 | not reported in the loaded dataset |
| North American Ktrade Alliance, LLC | RECORDKEEPER | $22,696 | not reported in the loaded dataset |
| Wealth Plan Investment Management | INVESTMENT MANAGEMENT | $19,037 | not reported in the loaded dataset |