2023 Form 5500 filing — The Pendergraph Companies, LLC 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 20241014143008NAL0046363104001) for The Pendergraph Companies, LLC 401(K) Plan, reported by The Pendergraph Companies, LLC under EIN 27-0080860 and plan number 001. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143008NAL0046363104001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Pendergraph Companies, LLC
- EIN
- 27-0080860
- Plan number
- 001
- Location
- Raleigh, NC
- Participants
- 212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,263,888
- Total liabilities (EOY)
- $1,161
- Net assets (EOY)
- $5,262,727
- Employer contributions
- $211,859
- Participant contributions
- $221,451
- Total income / additions
- $1,334,980
- Benefits paid
- $222,466
- Administrative expenses
- $19,505
- Total expenses
- $256,579
- Net increase / (decrease)
- $1,078,401
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $15,509 | $0 |
| Retirement Plan Solutions Inc | CONTRACT ADMIN | $2,770 | $4,524 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,365 | not reported in the loaded dataset |
| Envestmet Retirement Solutions LLC | OTHER | $2 | not reported in the loaded dataset |