Pivotal Retirement Plan — Form 5500 plan (Pivotal Enterprises, 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, Pivotal Retirement Plan is a benefit plan reported by Pivotal Enterprises, LLC under EIN 38-4198515 and plan number 001. The latest loaded filing year is 2023. The filing reports 103 participants and $27,409,449 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pivotal Enterprises, LLC
- EIN
- 38-4198515
- Plan number
- 001
- Plan type
- 2
- Location
- Redmond, WA
- Latest filing year
- 2023
- Participants
- 103
- End-of-year plan assets
- $27,409,449
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 103 | I | 20240924195657NAL0023697072001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $27,409,449
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,409,449
- Net assets (BOY)
- $15,263,248
Income & contributions
- Employer contributions
- $3,225,682
- Participant contributions
- $2,765,949
- Total income / additions
- $12,377,850
Expenses & distributions
- Benefits paid
- $228,620
- Administrative expenses
- $3,029
- Total expenses
- $231,649
- Net increase / (decrease)
- $12,146,201
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.