Presidio Employee Co LLC 401(K) Plan — Form 5500 plan (Presidio Employee Co 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, Presidio Employee Co LLC 401(K) Plan is a benefit plan reported by Presidio Employee Co LLC under EIN 82-5116779 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $7,709,522 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Presidio Employee Co LLC
- EIN
- 82-5116779
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 170
- End-of-year plan assets
- $7,709,522
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20240906121200NAL0001960434001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,709,522
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,709,522
- Net assets (BOY)
- $5,469,340
Income & contributions
- Employer contributions
- $652,627
- Participant contributions
- $974,827
- Total contributions
- $1,714,090
- Total income / additions
- $2,853,934
Expenses & distributions
- Benefits paid
- $580,206
- Administrative expenses
- $33,546
- Total expenses
- $613,752
- Net increase / (decrease)
- $2,240,182
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Fin. Life Ins. Co. | RECORDKEEPER | $30,354 | $0 | 2023 |
| Pinnacle Financial Services Inc | RECORDKEEPER | $1,900 | $0 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVIRSORY - PL | $1,292 | not reported in the loaded dataset | 2023 |
| Lpl Financial | BROKER | $0 | $848 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Presidio Employee Co LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Fort Worth, TX
- Transamerica Fin. Life Ins. Co. — Schedule C compensation
- Pinnacle Financial Services Inc — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation
- Lpl Financial — Schedule C compensation