Powerhouse Retail Services 401(K) Plan — Form 5500 plan (Powerhouse Retail Services, 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, Powerhouse Retail Services 401(K) Plan is a benefit plan reported by Powerhouse Retail Services, LLC under EIN 26-0761398 and plan number 001. The latest loaded filing year is 2023. The filing reports 951 participants and $27,121,796 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Powerhouse Retail Services, LLC
- EIN
- 26-0761398
- Plan number
- 001
- Plan type
- 2
- Location
- Crowley, TX
- Latest filing year
- 2023
- Participants
- 951
- End-of-year plan assets
- $27,121,796
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 951 | H, C | 20240919093524NAL0005724161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,121,796
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,121,796
- Net assets (BOY)
- $25,488,005
Income & contributions
- Employer contributions
- $482,521
- Participant contributions
- $2,519,273
- Total contributions
- $3,468,700
- Total income / additions
- $8,015,181
Expenses & distributions
- Benefits paid
- $6,535,665
- Administrative expenses
- $96,893
- Total expenses
- $6,632,558
- Net increase / (decrease)
- $1,382,623
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $41,224 | $0 | 2023 |
| Creative Planning LLC | ADVISOR | $32,772 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors | ADVISOR | $16,568 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $6,329 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Powerhouse Retail Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Crowley, TX
- Fidelity Investments Institutional — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Lockton Investment Advisors — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation