Penteledata Ltd. Partnership 401(K) Salary Reduction Plan — Form 5500 plan (Penteledata Limited Partnership I)
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, Penteledata Ltd. Partnership 401(K) Salary Reduction Plan is a benefit plan reported by Penteledata Limited Partnership I under EIN 23-2788828 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $5,549,483 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Penteledata Limited Partnership I
- EIN
- 23-2788828
- Plan number
- 001
- Plan type
- 2
- Location
- Palmerton, PA
- Latest filing year
- 2023
- Participants
- 229
- End-of-year plan assets
- $5,549,483
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 229 | H, C | 20241009154431NAL0031756192001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,549,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,549,483
- Net assets (BOY)
- $4,058,491
Income & contributions
- Employer contributions
- $188,992
- Participant contributions
- $643,558
- Total contributions
- $836,067
- Total income / additions
- $1,580,442
Expenses & distributions
- Benefits paid
- $59,538
- Administrative expenses
- $27,787
- Total expenses
- $89,450
- Net increase / (decrease)
- $1,490,992
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $23,608 | $0 | 2023 |
| Royal Alliance Associates, Inc. | BROKER | $0 | $11,099 | 2023 |
| Stalker & Associates, Inc. | TPA/ RECORDKEEPER | $3,277 | $310 | 2023 |
| Envestnet Retirement Solutions, LLC | INVESTMENT ADVISORY-PLAN | $902 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Penteledata Limited Partnership I
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Palmerton, PA
- Transamerica Retirement Solutions — Schedule C compensation
- Royal Alliance Associates, Inc. — Schedule C compensation
- Stalker & Associates, Inc. — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation