2023 Form 5500 filing — Pharos Systems International, Inc. 401(K) Savings 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 20241014172040NAL0013678803001) for Pharos Systems International, Inc. 401(K) Savings Plan, reported by Pharos Systems International, Inc. under EIN 11-3645918 and plan number 001. It reports 110 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014172040NAL0013678803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pharos Systems International, Inc.
- EIN
- 11-3645918
- Plan number
- 001
- Location
- West Henrietta, NY
- Participants
- 110
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,583,660
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,583,660
- Employer contributions
- $84,660
- Participant contributions
- $534,918
- Total income / additions
- $2,443,872
- Benefits paid
- $1,879,609
- Administrative expenses
- $25,710
- Total expenses
- $1,905,319
- Net increase / (decrease)
- $538,553
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | ADVISOR | $16,664 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $9,046 | $0 |