2023 Form 5500 filing — The Pursuant Group, 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 20241002150730NAL0008536273001) for The Pursuant Group, Inc. 401(K) Plan, reported by The Pursuant Group, Inc. under EIN 75-2947160 and plan number 001. It reports 137 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)$0Reported net assets
Participants137
Provider compensation$43.2K4 Schedule C row(s)$43,156
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002150730NAL0008536273001
Plan sponsor
The Pursuant Group, Inc.
EIN
75-2947160
Plan number
001
Location
Dallas, TX
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.

Money in vs. money out
Total income / additions$954.8K
Total expenses$7.8M
Benefits paid / distributions$7.8M
Contributions
Employer$51.1K
Participant$175.6K
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$51,109
Participant contributions
$175,641
Total income / additions
$954,772
Benefits paid
$7,794,157
Administrative expenses
$34,201
Total expenses
$7,828,358
Net increase / (decrease)
-$6,873,586
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $25.7K · Indirect $0
  2. 2
    BROKER/ADVISER · Direct $0 · Indirect $9K
  3. 3
    INVESTMENT MGMT · Direct $7.3K
  4. 4
    OTHER · Direct $1.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002150730NAL0008536273001 cover?
It is the 2023 Form 5500 filing for The Pursuant Group, Inc. 401(K) Plan, reported by The Pursuant Group, Inc. (EIN 75-2947160).
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