Promise To Perform Industries, Inc. — Form 5500 plan (Promise To Perform Industries, Inc.)
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, Promise To Perform Industries, Inc. is a benefit plan reported by Promise To Perform Industries, Inc. under EIN 87-2135647 and plan number 002. The latest loaded filing year is 2023. The filing reports 147 participants and $7,441,320 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Promise To Perform Industries, Inc.
- EIN
- 87-2135647
- Plan number
- 002
- Plan type
- 2
- Location
- Morgantown, PA
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $7,441,320
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20250714152637NAL0001217761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,441,320
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,441,320
- Net assets (BOY)
- $5,598,877
Income & contributions
- Employer contributions
- $315,614
- Participant contributions
- $433,416
- Total contributions
- $1,094,130
- Total income / additions
- $2,541,336
Expenses & distributions
- Benefits paid
- $689,449
- Administrative expenses
- $9,492
- Total expenses
- $698,893
- Net increase / (decrease)
- $1,842,443
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Triad Advisors LLC | ADVISOR | $0 | $10,155 | 2023 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $8,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,492 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Promise To Perform Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Morgantown, PA
- Triad Advisors LLC — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation