Pesg, LLC 401(K) Plan — Form 5500 plan (Pesg, LLC Dba, Professional Education Services Group, LLC)
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, Pesg, LLC 401(K) Plan is a benefit plan reported by Pesg, LLC Dba, Professional Education Services Group, LLC under EIN 20-2733146 and plan number 002. The latest loaded filing year is 2023. The filing reports 17,596 participants and $21,421,863 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pesg, LLC Dba, Professional Education Services Group, LLC
- EIN
- 20-2733146
- Plan number
- 002
- Plan type
- 2
- Location
- Smyrna, TN
- Latest filing year
- 2023
- Participants
- 17,596
- End-of-year plan assets
- $21,421,863
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,596 | H, C | 20241015150051NAL0048528304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,421,863
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,421,863
- Net assets (BOY)
- $19,014,274
Income & contributions
- Participant contributions
- $7,546
- Total contributions
- $7,546
- Total income / additions
- $4,855,593
Expenses & distributions
- Benefits paid
- $1,247,442
- Administrative expenses
- $1,200,562
- Total expenses
- $2,448,004
- Net increase / (decrease)
- $2,407,589
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $763,880 | $0 | 2023 |
| Preferred Resource Solutions | CONSULTANT | $423,172 | not reported in the loaded dataset | 2023 |
| Dolinka, Vannoord & Co., Pllp Cpa | CONSULTANT/AUDITOR | $13,510 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pesg, LLC Dba, Professional Education Services Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Smyrna, TN
- Lincoln National Corporation — Schedule C compensation
- Preferred Resource Solutions — Schedule C compensation
- Dolinka, Vannoord & Co., Pllp Cpa — Schedule C compensation