Ptc Alliance LLC 401(K) Plan — Form 5500 plan (Ptc Alliance 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, Ptc Alliance LLC 401(K) Plan is a benefit plan reported by Ptc Alliance LLC under EIN 85-0943754 and plan number 003. The latest loaded filing year is 2023. The filing reports 949 participants and $59,080,669 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ptc Alliance LLC
- EIN
- 85-0943754
- Plan number
- 003
- Plan type
- 2
- Location
- Wexford, PA
- Latest filing year
- 2023
- Participants
- 949
- End-of-year plan assets
- $59,080,669
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 949 | H, C | 20241015123717NAL0014639699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,080,669
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,080,669
- Net assets (BOY)
- $26,035,711
Income & contributions
- Employer contributions
- $3,106,420
- Participant contributions
- $2,848,422
- Total contributions
- $6,205,075
- Total income / additions
- $13,189,740
Expenses & distributions
- Benefits paid
- $9,122,639
- Administrative expenses
- $171,065
- Total expenses
- $9,306,209
- Net increase / (decrease)
- $3,883,531
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $137,382 | $0 | 2023 |
| Lpl Financial Rpcp | INVESTMENT ADVISORY | $33,683 | $11 | 2023 |