Prestige Employee Administrators Retirement Savings Plan — Form 5500 plan (Prestige Employee Administrators, Inc.)
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, Prestige Employee Administrators Retirement Savings Plan is a benefit plan reported by Prestige Employee Administrators, Inc. under EIN 11-3448580 and plan number 333. The latest loaded filing year is 2023. The filing reports 10,507 participants and $356,239,750 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Prestige Employee Administrators, Inc.
- EIN
- 11-3448580
- Plan number
- 333
- Plan type
- 3
- Location
- Melville, NY
- Latest filing year
- 2023
- Participants
- 10,507
- End-of-year plan assets
- $356,239,750
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,507 | H, C | 20241010181945NAL0021596433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $356,239,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $356,239,750
- Net assets (BOY)
- $249,277,997
Income & contributions
- Employer contributions
- $16,679,653
- Participant contributions
- $44,759,432
- Total contributions
- $68,523,202
- Total income / additions
- $122,752,933
Expenses & distributions
- Benefits paid
- $28,288,353
- Administrative expenses
- $1,642,861
- Total expenses
- $30,090,862
- Net increase / (decrease)
- $92,662,071
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $1,191,999 | not reported in the loaded dataset | 2023 |
| Prestige Employee Administrators, I | NONE | $141,067 | not reported in the loaded dataset | 2023 |
| Iht Wealth Management LLC | NONE | $105,535 | not reported in the loaded dataset | 2023 |
| Bks Financial Investments LLC | NONE | $100,122 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $54,604 | $0 | 2023 |
| Signature Securities Group | NONE | $29,632 | not reported in the loaded dataset | 2023 |
| Equitable Advisors, LLC | NONE | $12,638 | not reported in the loaded dataset | 2023 |
| Stratos Wealth Partners, Ltd. | NONE | $7,761 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Prestige Employee Administrators, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Melville, NY
- Ameritas Life Insurance Corp — Schedule C compensation
- Prestige Employee Administrators, I — Schedule C compensation
- Iht Wealth Management LLC — Schedule C compensation
- Bks Financial Investments LLC — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- Signature Securities Group — Schedule C compensation
- Equitable Advisors, LLC — Schedule C compensation
- Stratos Wealth Partners, Ltd. — Schedule C compensation