2023 Form 5500 filing — People Technology And Processe 401(K) Profit Sharing Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730084311NAL0011665331001) for People Technology And Processe 401(K) Profit Sharing Plan & Trust, reported by People, Technology And Processe under EIN 27-4171805 and plan number 002. It reports 317 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.6MReported net assets$4,563,839
Participants317
Provider compensation$34.2K2 Schedule C row(s)$34,222
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240730084311NAL0011665331001
Plan sponsor
People, Technology And Processe
EIN
27-4171805
Plan number
002
Location
Tampa, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.6M total assets
Net assets$4.6MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$238.4K
Benefits paid / distributions$199.3K
Contributions
Employer$430.1K
Participant$875.4K
Full reported line items
Total assets (EOY)
$4,563,839
Total liabilities (EOY)
$0
Net assets (EOY)
$4,563,839
Employer contributions
$430,123
Participant contributions
$875,390
Total income / additions
$2,224,493
Benefits paid
$199,330
Administrative expenses
$39,066
Total expenses
$238,396
Net increase / (decrease)
$1,986,097
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $24.4K
  2. 2
    ADVISOR · Direct $9.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240730084311NAL0011665331001 cover?
It is the 2023 Form 5500 filing for People Technology And Processe 401(K) Profit Sharing Plan & Trust, reported by People, Technology And Processe (EIN 27-4171805).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages