Pentagram Design, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Pentagram Design, 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, Pentagram Design, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Pentagram Design, Inc. under EIN 13-3413069 and plan number 002. The latest loaded filing year is 2023. The filing reports 153 participants and $26,076,900 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pentagram Design, Inc.
- EIN
- 13-3413069
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $26,076,900
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20250530135054NAL0015055984001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,076,900
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,076,900
- Net assets (BOY)
- $19,778,929
Income & contributions
- Employer contributions
- $939,703
- Participant contributions
- $781,638
- Total contributions
- $1,727,363
- Total income / additions
- $6,765,600
Expenses & distributions
- Benefits paid
- $366,910
- Administrative expenses
- $100,719
- Total expenses
- $467,629
- Net increase / (decrease)
- $6,297,971
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annity Insurance Co | RECORDKEEPER | $44,755 | $0 | 2023 |
| California Retirement Plans, Inc. | CONTRACT ADMIN | $28,015 | $10,000 | 2023 |
| Cambridge Investment Research Inc. | INVESTMENT ADVISOR | $32,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pentagram Design, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Empower Life & Annity Insurance Co — Schedule C compensation
- California Retirement Plans, Inc. — Schedule C compensation
- Cambridge Investment Research Inc. — Schedule C compensation