2023 Form 5500 filing — Panattoni Development Company, Inc. 401(K) Plan
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 20240822153030NAL0010972082001) for Panattoni Development Company, Inc. 401(K) Plan, reported by Panattoni Development Company, Inc. under EIN 26-0768789 and plan number 001. It reports 207 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)$36.5MReported net assets$36,454,923
Participants207
Provider compensation$106.7K3 Schedule C row(s)$106,722
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240822153030NAL0010972082001
- Plan sponsor
- Panattoni Development Company, Inc.
- EIN
- 26-0768789
- Plan number
- 001
- Location
- Sacramento, CA
- Received date
- not reported in the loaded dataset
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)$36.5M total assets
Net assets$36.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $36,454,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,454,923
- Employer contributions
- $807,904
- Participant contributions
- $2,301,153
- Total income / additions
- $8,703,061
- Benefits paid
- $1,498,527
- Administrative expenses
- $106,697
- Total expenses
- $1,635,508
- Net increase / (decrease)
- $7,067,553
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | ADVISOR | $62,939 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $28,783 | $0 |
| Campbell Taylor Washburn | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset |