2023 Form 5500 filing — The Penta Building Group, 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 20241015072708NAL0028927537001) for The Penta Building Group, LLC 401(K) Plan, reported by The Penta Building Group, LLC under EIN 26-2603033 and plan number 001. It reports 543 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015072708NAL0028927537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Penta Building Group, LLC
- EIN
- 26-2603033
- Plan number
- 001
- Location
- Las Vegas, NV
- Participants
- 543
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,815,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,815,723
- Employer contributions
- $3,195,947
- Participant contributions
- $3,781,533
- Total income / additions
- $19,645,606
- Benefits paid
- $6,705,674
- Administrative expenses
- $66,607
- Total expenses
- $6,772,281
- Net increase / (decrease)
- $12,873,325
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | VENDOR | $183,271 | $10,478 |
| Kestra Investment Services LLC | ADVISOR | $0 | $77,341 |
| Centaurus Financial, Inc. | ADVISOR | $38,069 | not reported in the loaded dataset |
| Alliance Benefit Group | TPA | $22,218 | not reported in the loaded dataset |
| Moss Adams Llp | ACCOUNTANT | $5,000 | not reported in the loaded dataset |