2023 Form 5500 filing — Platform Accounting Group 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 20241014161635NAL0013606403001) for Platform Accounting Group 401(K) Plan, reported by Pt&C Group LLC under EIN 81-4693463 and plan number 001. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161635NAL0013606403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pt&C Group LLC
- EIN
- 81-4693463
- Plan number
- 001
- Location
- Holladay, UT
- Participants
- 254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,815,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,815,353
- Employer contributions
- $1,063,403
- Participant contributions
- $2,935,960
- Total income / additions
- $6,620,318
- Benefits paid
- $628,618
- Administrative expenses
- $39,133
- Total expenses
- $668,854
- Net increase / (decrease)
- $5,951,464
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Portside Wealth Group | RECORDKEEPER | $26,115 | not reported in the loaded dataset |
| Human Interest Advisors LLC | RECORDKEEPER | $13,018 | not reported in the loaded dataset |