Plan5500

Poy Holdings LLC 401(K) Savings Plan — Form 5500 plan (Poy Holdings 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, Poy Holdings LLC 401(K) Savings Plan is a benefit plan reported by Poy Holdings LLC under EIN 20-4159078 and plan number 001. The latest loaded filing year is 2023. The filing reports 604 participants and $15,598,982 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Poy Holdings LLC
EIN
20-4159078
Plan number
001
Plan type
2
Location
Totowa, NJ
Latest filing year
2023
Participants
604
End-of-year plan assets
$15,598,982

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023604H, C20241015085732NAL0029071665001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,598,982
Total liabilities (EOY)
$0
Net assets (EOY)
$15,598,982
Net assets (BOY)
$13,377,190

Income & contributions

Employer contributions
$499,209
Participant contributions
$937,035
Total contributions
$1,520,472
Total income / additions
$3,668,399

Expenses & distributions

Benefits paid
$1,394,944
Administrative expenses
$51,145
Total expenses
$1,446,607
Net increase / (decrease)
$2,221,792

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$51,145$02023
Global Retirement Partners LLCINVESTMENT ADVISORY$0$34,0152023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages