P3 Services Consolidated 401(K) Plan — Form 5500 plan (Peltram Plumbing Holdings, 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, P3 Services Consolidated 401(K) Plan is a benefit plan reported by Peltram Plumbing Holdings, LLC under EIN 83-1054877 and plan number 002. The latest loaded filing year is 2023. The filing reports 751 participants and $16,668,065 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peltram Plumbing Holdings, LLC
- EIN
- 83-1054877
- Plan number
- 002
- Plan type
- 2
- Location
- Auburn, WA
- Latest filing year
- 2023
- Participants
- 751
- End-of-year plan assets
- $16,668,065
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 751 | H, C | 20241101134647NAL0002469619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,668,065
- Net assets (EOY)
- $16,668,065
- Net assets (BOY)
- $11,974,341
Income & contributions
- Employer contributions
- $964,399
- Participant contributions
- $2,181,326
- Total contributions
- $3,706,908
- Total income / additions
- $5,968,920
Expenses & distributions
- Benefits paid
- $1,273,924
- Administrative expenses
- $62,153
- Total expenses
- $1,336,077
- Net increase / (decrease)
- $4,632,843
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $35,082 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $16,610 | $0 | 2023 |
| Nova 401(K) Associates | CONTRACT ADMIN | $6,497 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Peltram Plumbing Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Auburn, WA
- Pensionmark Financial Group LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation