Pentech Holdings Retirement Savings Plan — Form 5500 plan (Pentec Health, 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, Pentech Holdings Retirement Savings Plan is a benefit plan reported by Pentec Health, Inc. under EIN 51-0269822 and plan number 001. The latest loaded filing year is 2023. The filing reports 636 participants and $34,703,366 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pentec Health, Inc.
EIN
51-0269822
Plan number
001
Plan type
2
Location
Boothwyn, PA
Latest filing year
2023
Participants
636
End-of-year plan assets
$34,703,366

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023636H, C20241014102653NAL0013132963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,703,366
Total liabilities (EOY)
$0
Net assets (EOY)
$34,703,366
Net assets (BOY)
$29,791,014

Income & contributions

Employer contributions
$1,034,915
Participant contributions
$2,822,863
Total contributions
$4,280,400
Total income / additions
$9,035,585

Expenses & distributions

Benefits paid
$4,029,390
Administrative expenses
$93,843
Total expenses
$4,123,233
Net increase / (decrease)
$4,912,352

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$93,193not reported in the loaded dataset2023
Global Retirement Partners LLCSERVICE PROVIDER$0$6,6672023

Related Form 5500 pages