Plan5500

Party City Holdings Inc. 401(K) Plan — Form 5500 plan (Party City Holdings 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, Party City Holdings Inc. 401(K) Plan is a benefit plan reported by Party City Holdings Inc. under EIN 20-1033029 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,057 participants and $260,983,409 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Party City Holdings Inc.
EIN
20-1033029
Plan number
001
Plan type
2
Location
Woodcliff Lake, NJ
Latest filing year
2023
Participants
7,057
End-of-year plan assets
$260,983,409

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,057H, C20260326162117NAL0004987377001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$260,983,409
Total liabilities (EOY)
$0
Net assets (EOY)
$260,983,409
Net assets (BOY)
$235,318,169

Income & contributions

Employer contributions
$7,219,315
Participant contributions
$14,832,220
Total contributions
$23,463,308
Total income / additions
$61,507,503

Expenses & distributions

Benefits paid
$35,419,872
Administrative expenses
$391,209
Total expenses
$35,847,951
Net increase / (decrease)
$25,659,552

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$288,695not reported in the loaded dataset2023
Harter Secrest & Emery LlpATTORNEY/LEGAL$58,764not reported in the loaded dataset2023
Fiducient Advisors LLCINVESTMENT ADVISOR$43,750not reported in the loaded dataset2023

Related Form 5500 pages