Pride Capital Partners, LLC 401(K) Plan — Form 5500 plan (Pride Capital Partners, 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, Pride Capital Partners, LLC 401(K) Plan is a benefit plan reported by Pride Capital Partners, LLC under EIN 54-2131570 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,504 participants and $32,689,331 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pride Capital Partners, LLC
- EIN
- 54-2131570
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 4,504
- End-of-year plan assets
- $32,689,331
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,504 | H, C | 20241016132531NAL0030686737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,689,331
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,689,331
- Net assets (BOY)
- $28,140,620
Income & contributions
- Employer contributions
- $943,007
- Participant contributions
- $9,265,402
- Total contributions
- $11,130,466
- Total income / additions
- $15,624,063
Expenses & distributions
- Benefits paid
- $10,835,561
- Administrative expenses
- $219,688
- Total expenses
- $11,075,352
- Net increase / (decrease)
- $4,548,711
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINSTRATOR | $131,625 | $0 | 2023 |
| Creative Planning, Inc | INVESTMENT ADVISORY | $74,950 | not reported in the loaded dataset | 2023 |
| Apexium Financial Lp | INVESTMENT ADVISOR | $12,921 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pride Capital Partners, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Principal Life Insurance Company — Schedule C compensation
- Creative Planning, Inc — Schedule C compensation
- Apexium Financial Lp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation