The Penta Building Group, LLC 401(K) Plan — Form 5500 plan (The Penta Building 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, The Penta Building Group, LLC 401(K) Plan is a benefit plan reported by The Penta Building Group, LLC under EIN 26-2603033 and plan number 001. The latest loaded filing year is 2023. The filing reports 543 participants and $67,815,723 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Penta Building Group, LLC
EIN
26-2603033
Plan number
001
Plan type
2
Location
Las Vegas, NV
Latest filing year
2023
Participants
543
End-of-year plan assets
$67,815,723

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023543H, C20241015072708NAL0028927537001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$67,815,723
Total liabilities (EOY)
$0
Net assets (EOY)
$67,815,723
Net assets (BOY)
$54,942,398

Income & contributions

Employer contributions
$3,195,947
Participant contributions
$3,781,533
Total contributions
$8,191,446
Total income / additions
$19,645,606

Expenses & distributions

Benefits paid
$6,705,674
Administrative expenses
$66,607
Total expenses
$6,772,281
Net increase / (decrease)
$12,873,325

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideVENDOR$183,271$10,4782023
Kestra Investment Services LLCADVISOR$0$77,3412023
Centaurus Financial, Inc.ADVISOR$38,069not reported in the loaded dataset2023
Alliance Benefit GroupTPA$22,218not reported in the loaded dataset2023
Moss Adams LlpACCOUNTANT$5,000not reported in the loaded dataset2023

Related Form 5500 pages