Panum Telecom, LLC 401(K) Plan — Form 5500 plan (Panum Telecom, 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, Panum Telecom, LLC 401(K) Plan is a benefit plan reported by Panum Telecom, LLC under EIN 52-2043308 and plan number 001. The latest loaded filing year is 2023. The filing reports 388 participants and $15,408,014 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Panum Telecom, LLC
- EIN
- 52-2043308
- Plan number
- 001
- Plan type
- 2
- Location
- Potomac, MD
- Latest filing year
- 2023
- Participants
- 388
- End-of-year plan assets
- $15,408,014
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 388 | H, C | 20250915111047NAL0000929569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,408,014
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,408,014
- Net assets (BOY)
- $12,949,528
Income & contributions
- Employer contributions
- $490,980
- Participant contributions
- $1,148,991
- Total contributions
- $1,849,875
- Total income / additions
- $4,238,489
Expenses & distributions
- Benefits paid
- $1,710,576
- Administrative expenses
- $69,427
- Total expenses
- $1,780,003
- Net increase / (decrease)
- $2,458,486
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Servi | RECORDKEEPER | $28,371 | $0 | 2023 |
| Cambridge Investment Research Inc | INVESTMENT ADVISOR | $23,888 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | CONTRACT ADMIN | $11,221 | not reported in the loaded dataset | 2023 |
| Hauser Retirement Solutions 2 LLC | INVESTMENT ADVISOR | $6,847 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Panum Telecom, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Potomac, MD
- Capital Group Retirement Plan Servi — Schedule C compensation
- Cambridge Investment Research Inc — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Hauser Retirement Solutions 2 LLC — Schedule C compensation