Plan5500

Penta Group, Inc. Profit Sharing Plan — Form 5500 plan (Penta Group, 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, Penta Group, Inc. Profit Sharing Plan is a benefit plan reported by Penta Group, Inc. under EIN 37-1224606 and plan number 001. The latest loaded filing year is 2023. The filing reports 132 participants and $6,368,951 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Penta Group, Inc.
EIN
37-1224606
Plan number
001
Plan type
2
Location
Centralia, IL
Latest filing year
2023
Participants
132
End-of-year plan assets
$6,368,951

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023132H, C20250414132630NAL0003483794001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,368,951
Total liabilities (EOY)
$0
Net assets (EOY)
$6,368,951
Net assets (BOY)
$5,355,431

Income & contributions

Employer contributions
$950,000
Total contributions
$950,000
Total income / additions
$1,562,782

Expenses & distributions

Benefits paid
$522,087
Administrative expenses
$27,175
Total expenses
$549,262
Net increase / (decrease)
$1,013,520

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mai Capital Management LLCADVISOR FEE$23,356$02023
Charles Schwab & Co, Inc.INVESTMENT MANGEMENT$37$02023

Related Form 5500 pages