2023 Form 5500 filing — Prep Co., LLC 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 20240927150135NAL0003918496001) for Prep Co., LLC 401(K) Plan, reported by Prep Co., LLC under EIN 47-2716719 and plan number 001. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240927150135NAL0003918496001
Filing year
2023
Form type
2
Plan sponsor
Prep Co., LLC
EIN
47-2716719
Plan number
001
Location
Park City, UT
Participants
144
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,730,032
Total liabilities (EOY)
$0
Net assets (EOY)
$9,730,032
Employer contributions
$344,388
Participant contributions
$938,582
Total income / additions
$2,638,476
Benefits paid
$637,739
Administrative expenses
$28,551
Total expenses
$666,290
Net increase / (decrease)
$1,972,186
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$23,216$0
Empower Advisory Group, LLCINVESTMENT MGMT$5,335not reported in the loaded dataset

Related Form 5500 pages