The 401(K) Plan Of Pe Gastro Management, LLC — Form 5500 plan (Pe Gastro Management, 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, The 401(K) Plan Of Pe Gastro Management, LLC is a benefit plan reported by Pe Gastro Management, LLC under EIN 84-2396811 and plan number 001. The latest loaded filing year is 2023. The filing reports 742 participants and $119,373,058 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pe Gastro Management, LLC
- EIN
- 84-2396811
- Plan number
- 001
- Plan type
- 2
- Location
- Silver Spring, MD
- Latest filing year
- 2023
- Participants
- 742
- End-of-year plan assets
- $119,373,058
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 742 | H, C | 20241015143840NAL0014863219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $119,373,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $119,373,058
- Net assets (BOY)
- $67,057,292
Income & contributions
- Employer contributions
- $4,897,154
- Participant contributions
- $4,370,094
- Total contributions
- $9,394,233
- Total income / additions
- $23,286,369
Expenses & distributions
- Benefits paid
- $6,879,029
- Administrative expenses
- $220,706
- Total expenses
- $7,099,735
- Net increase / (decrease)
- $16,186,634
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $123,995 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $85,075 | $113 | 2023 |
| N.A. Falcone & Associates, Inc. | CONTRACT ADMINISTRATOR | $11,560 | $18,578 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pe Gastro Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Silver Spring, MD
- Principal Life Insurance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- N.A. Falcone & Associates, Inc. — Schedule C compensation