2023 Form 5500 filing — Penta Research, Inc. 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 20241022162801NAL0002576193001) for Penta Research, Inc. 401(K) Plan, reported by Penta Research, Inc. under EIN 63-1284082 and plan number 001. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241022162801NAL0002576193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Penta Research, Inc.
- EIN
- 63-1284082
- Plan number
- 001
- Location
- Huntsville, AL
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,096,048
- Total liabilities (EOY)
- $80
- Net assets (EOY)
- $41,095,968
- Employer contributions
- $675,213
- Participant contributions
- $1,404,517
- Total income / additions
- $9,119,207
- Benefits paid
- $2,510,066
- Administrative expenses
- $0
- Total expenses
- $2,510,066
- Net increase / (decrease)
- $6,609,141
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fcg Investment Company | INV ADVISOR | $36,443 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $21,123 | not reported in the loaded dataset |
| Financial Consulting Group | ADMINISTRATOR | $2,000 | not reported in the loaded dataset |