2023 Form 5500 filing — Pta Corporation 401(K) Savings And Retirement 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 20250613120751NAL0030029632001) for Pta Corporation 401(K) Savings And Retirement Plan, reported by Pta Corporation under EIN 36-3334974 and plan number 002. It reports 301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613120751NAL0030029632001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pta Corporation
- EIN
- 36-3334974
- Plan number
- 002
- Location
- Oxford, CT
- Participants
- 301
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,058,152
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,058,152
- Employer contributions
- $303,091
- Participant contributions
- $1,195,319
- Total income / additions
- $6,114,951
- Benefits paid
- $4,355,771
- Administrative expenses
- $26,112
- Total expenses
- $4,401,258
- Net increase / (decrease)
- $1,713,693
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Janney Montgomery Scott LLC | N/A | $0 | $42,630 |
| Capossela, Cohen, LLC | N/A | $16,152 | not reported in the loaded dataset |
| Pasi, LLC | N/A | $2,975 | $10,000 |
| Empower Annuity Insurance Company | N/A | $0 | $0 |