2023 Form 5500 filing — Accruewise 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 20250310094946NAL0026712640001) for Accruewise Pep, reported by Plan Professionals, LLC under EIN 85-3213245 and plan number 334. It reports 5,606 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250310094946NAL0026712640001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Plan Professionals, LLC
- EIN
- 85-3213245
- Plan number
- 334
- Location
- Shrewsbury, NJ
- Participants
- 5,606
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $566,720,987
- Total liabilities (EOY)
- $111,118
- Net assets (EOY)
- $566,609,869
- Employer contributions
- $21,102,157
- Participant contributions
- $61,325,755
- Total income / additions
- $122,908,500
- Benefits paid
- $53,462,165
- Administrative expenses
- $596,901
- Total expenses
- $54,059,066
- Net increase / (decrease)
- $68,849,434
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $305,437 | $0 |
| Creative Planning | INVESTMENT ADVISORY - PLA | $167,266 | not reported in the loaded dataset |
| Plan Professionals, LLC D/B/A Nppg | RECORDKEEPERS | $143,928 | $930 |
| 360 Payroll Integration | OTHER SERVICES | $13,307 | not reported in the loaded dataset |
| Kraft Cpas Pllc | AUDIT | $10,400 | not reported in the loaded dataset |
| Lockton Investment Advisors LLC | INVESTMENT ADVISORY - PLA | $7,500 | not reported in the loaded dataset |