2023 Form 5500 filing — Penta Group, Inc. Profit Sharing 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 20250414132630NAL0003483794001) for Penta Group, Inc. Profit Sharing Plan, reported by Penta Group, Inc. under EIN 37-1224606 and plan number 001. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414132630NAL0003483794001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Penta Group, Inc.
- EIN
- 37-1224606
- Plan number
- 001
- Location
- Centralia, IL
- Participants
- 132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,368,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,368,951
- Employer contributions
- $950,000
- Total income / additions
- $1,562,782
- Benefits paid
- $522,087
- Administrative expenses
- $27,175
- Total expenses
- $549,262
- Net increase / (decrease)
- $1,013,520
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mai Capital Management LLC | ADVISOR FEE | $23,356 | $0 |
| Charles Schwab & Co, Inc. | INVESTMENT MANGEMENT | $37 | $0 |