2023 Form 5500 filing — Trajector Holdings 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 20241204161820NAL0004484721001) for Trajector Holdings Savings Plan, reported by Vet Comp & Penmedical Consulting, L under EIN 47-1965243 and plan number 002. It reports 675 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241204161820NAL0004484721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vet Comp & Penmedical Consulting, L
- EIN
- 47-1965243
- Plan number
- 002
- Location
- Newberry, FL
- Participants
- 675
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,660,896
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,660,896
- Employer contributions
- $1,698,168
- Participant contributions
- $2,414,496
- Total income / additions
- $5,566,429
- Benefits paid
- $494,250
- Administrative expenses
- $133,335
- Total expenses
- $627,585
- Net increase / (decrease)
- $4,938,844
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Svcs LLC | INVESTMENT ADVISOR | $57,790 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $47,699 | $0 |
| Nppg Record Keeping Solutions | CONTRACT ADMINISTRATOR | $14,500 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGMT | $12,369 | not reported in the loaded dataset |
| Oriental Pension Consultans | CONTACT ADMIN,OTHER | $456 | not reported in the loaded dataset |