Panattoni Development Company, Inc. 401(K) Plan — Form 5500 plan (Panattoni Development Company, 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, Panattoni Development Company, Inc. 401(K) Plan is a benefit plan reported by Panattoni Development Company, Inc. under EIN 26-0768789 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $36,454,923 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Panattoni Development Company, Inc.
- EIN
- 26-0768789
- Plan number
- 001
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $36,454,923
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20240822153030NAL0010972082001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,454,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,454,923
- Net assets (BOY)
- $29,387,370
Income & contributions
- Employer contributions
- $807,904
- Participant contributions
- $2,301,153
- Total contributions
- $3,109,057
- Total income / additions
- $8,703,061
Expenses & distributions
- Benefits paid
- $1,498,527
- Administrative expenses
- $106,697
- Total expenses
- $1,635,508
- Net increase / (decrease)
- $7,067,553
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | ADVISOR | $62,939 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $28,783 | $0 | 2023 |
| Campbell Taylor Washburn | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Panattoni Development Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sacramento, CA
- Northwestern Mutual Wealth Mgmt Co — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Campbell Taylor Washburn — Schedule C compensation