Partnership With Children, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Partnership With Children, 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, Partnership With Children, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Partnership With Children, Inc. under EIN 13-5596751 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $3,867,962 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Partnership With Children, Inc.
EIN
13-5596751
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
181
End-of-year plan assets
$3,867,962

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023181H, C20241011124638NAL0022765681001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,867,962
Total liabilities (EOY)
$6,517
Net assets (EOY)
$3,861,445
Net assets (BOY)
$3,143,725

Income & contributions

Employer contributions
$197,836
Participant contributions
$369,350
Total contributions
$567,186
Total income / additions
$1,107,399

Expenses & distributions

Benefits paid
$369,715
Administrative expenses
$19,964
Total expenses
$389,679
Net increase / (decrease)
$717,720

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ritholtz Wealth Management LLCNONE$13,421not reported in the loaded dataset2023
Paychex, Inc.NONE$8,484not reported in the loaded dataset2023

Related Form 5500 pages