2023 Form 5500 filing — Peoplestrategy, Inc. Retirement 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 20240910113404NAL0003464035001) for Peoplestrategy, Inc. Retirement Plan, reported by Peoplestrategy, Inc. under EIN 22-1970843 and plan number 001. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910113404NAL0003464035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peoplestrategy, Inc.
- EIN
- 22-1970843
- Plan number
- 001
- Location
- Edison, NJ
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,798,192
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,798,192
- Employer contributions
- $134,077
- Participant contributions
- $387,580
- Total income / additions
- $1,553,159
- Benefits paid
- $1,478,529
- Administrative expenses
- $37,607
- Total expenses
- $1,516,175
- Net increase / (decrease)
- $36,984
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forest Capital Management LLC | INVESTMENT ADVISOR | $16,666 | not reported in the loaded dataset |
| Altigro Pension Services Inc | CONTRACT ADMINISTRATOR | $12,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $8,182 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $1,492 | not reported in the loaded dataset |