2023 Form 5500 filing — Permanent Equity 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 20241014151941NAL0015192387001) for Permanent Equity 401(K) Plan, reported by Solution Holdings, L.L.C. under EIN 20-8705924 and plan number 001. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014151941NAL0015192387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Solution Holdings, L.L.C.
- EIN
- 20-8705924
- Plan number
- 001
- Location
- Columbia, MO
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,586,503
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,586,503
- Participant contributions
- $476,982
- Total income / additions
- $1,219,637
- Benefits paid
- $205,511
- Administrative expenses
- $36,744
- Total expenses
- $242,255
- Net increase / (decrease)
- $977,382
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | CONTRACT ADMINISTRATION | $22,035 | $0 |
| Northwestern Mutual | INVESTMENT ADVISORY | $14,709 | not reported in the loaded dataset |