2023 Form 5500 filing — Brp Retirement Solutions Pep
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 20241015182649NAL0029376977001) for Brp Retirement Solutions Pep, reported by Pentegra Services, Inc under EIN 13-3745616 and plan number 011. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$861.3KReported net assets$861,281
Participants0
Provider compensation$13.7K1 Schedule C row(s)$13,693
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015182649NAL0029376977001
- Plan sponsor
- Pentegra Services, Inc
- EIN
- 13-3745616
- Plan number
- 011
- Location
- White Plains, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$861.3K total assets
Net assets$861.3KLiabilities$0
Full reported line items
- Total assets (EOY)
- $861,281
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $861,281
- Participant contributions
- $492,775
- Total income / additions
- $973,174
- Benefits paid
- $102,681
- Administrative expenses
- $9,212
- Total expenses
- $111,893
- Net increase / (decrease)
- $861,281
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Services Inc | CONTRACT ADMIN | $13,693 | not reported in the loaded dataset |