Page Southerland Page 401(K) Plan — Form 5500 plan (Page Southerland Page, 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, Page Southerland Page 401(K) Plan is a benefit plan reported by Page Southerland Page, Inc under EIN 46-4258046 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,019 participants and $199,552,401 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Page Southerland Page, Inc
- EIN
- 46-4258046
- Plan number
- 002
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 2,019
- End-of-year plan assets
- $199,552,401
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,019 | H, C | 20241015111330NAL0047521024003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $199,552,401
- Net assets (EOY)
- $199,552,401
- Net assets (BOY)
- $92,117,835
Income & contributions
- Employer contributions
- $3,624,100
- Participant contributions
- $14,465,912
- Total contributions
- $22,463,082
- Total income / additions
- $52,828,723
Expenses & distributions
- Benefits paid
- $9,067,515
- Administrative expenses
- $210,891
- Total expenses
- $9,279,698
- Net increase / (decrease)
- $43,549,025
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $83,226 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | NONE | $79,088 | not reported in the loaded dataset | 2023 |
| Huselton Morgan And Maultsby | NONE | $33,210 | not reported in the loaded dataset | 2023 |
| Bonadio & Co Llp | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $432 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Page Southerland Page, Inc
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Huselton Morgan And Maultsby — Schedule C compensation
- Bonadio & Co Llp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation