The 401(K) Plan — Form 5500 plan (Pentegra Services, 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, The 401(K) Plan is a benefit plan reported by Pentegra Services, Inc under EIN 13-3745616 and plan number 006. The latest loaded filing year is 2023. The filing reports 903 participants and $68,048,542 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pentegra Services, Inc
- EIN
- 13-3745616
- Plan number
- 006
- Plan type
- 3
- Location
- White Plains, NY
- Latest filing year
- 2023
- Participants
- 903
- End-of-year plan assets
- $68,048,542
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 903 | H, C | 20250117140558NAL0025247041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,048,542
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,048,542
- Net assets (BOY)
- $1,936,458
Income & contributions
- Employer contributions
- $6,003,981
- Participant contributions
- $7,035,310
- Total contributions
- $13,039,291
- Total income / additions
- $19,021,064
Expenses & distributions
- Benefits paid
- $4,356,051
- Administrative expenses
- $191,213
- Total expenses
- $4,547,264
- Net increase / (decrease)
- $14,473,800
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentegra Services Inc | OTHER, CONTRACT ADMIN | $137,959 | $2,614 | 2023 |
| Nfp Retirement Inc | INVESTMENT ADVISOR, OTHE | $48,349 | not reported in the loaded dataset | 2023 |
| Flexpath Strategies LLC | OTHER, INVESTMENT ADVISO | $13,734 | not reported in the loaded dataset | 2023 |
| Benefit Trust Company | OTHER | $10,209 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services LLC | OTHER, INVESTMENT ADVISO | $2,813 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,479 | $0 | 2023 |
| Mmlis | INVESTMENT ADVISOR | $870 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $183 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pentegra Services, Inc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in White Plains, NY
- Pentegra Services Inc — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Flexpath Strategies LLC — Schedule C compensation
- Benefit Trust Company — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Mmlis — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation