Private Client Resources, LLC 401(K) Retirement Plan — Form 5500 plan (Private Client Resources, LLC)
Plain-English plan 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, Private Client Resources, LLC 401(K) Retirement Plan is a benefit plan reported by Private Client Resources, LLC under EIN 06-1596299 and plan number 001. The latest loaded filing year is 2023. The filing reports 78 participants and $4,477,368 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Private Client Resources, LLC
- EIN
- 06-1596299
- Plan number
- 001
- Plan type
- 2
- Location
- Wilton, CT
- Latest filing year
- 2023
- Participants
- 78
- End-of-year plan assets
- $4,477,368
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 78 | I | 20240912150848NAL0014957296001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,477,368
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,477,368
- Net assets (BOY)
- $3,483,668
Income & contributions
- Employer contributions
- $50,207
- Participant contributions
- $540,398
- Total income / additions
- $1,287,134
Expenses & distributions
- Benefits paid
- $298,501
- Administrative expenses
- $1,073
- Total expenses
- $293,434
- Net increase / (decrease)
- $993,700
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.