2023 Form 5500 filing — Prestige Employee Administrators Retirement Savings 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 20241010181945NAL0021596433001) for Prestige Employee Administrators Retirement Savings Plan, reported by Prestige Employee Administrators, Inc. under EIN 11-3448580 and plan number 333. It reports 10,507 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010181945NAL0021596433001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Prestige Employee Administrators, Inc.
- EIN
- 11-3448580
- Plan number
- 333
- Location
- Melville, NY
- Participants
- 10,507
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $356,239,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $356,239,750
- Employer contributions
- $16,679,653
- Participant contributions
- $44,759,432
- Total income / additions
- $122,752,933
- Benefits paid
- $28,288,353
- Administrative expenses
- $1,642,861
- Total expenses
- $30,090,862
- Net increase / (decrease)
- $92,662,071
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $1,191,999 | not reported in the loaded dataset |
| Prestige Employee Administrators, I | NONE | $141,067 | not reported in the loaded dataset |
| Iht Wealth Management LLC | NONE | $105,535 | not reported in the loaded dataset |
| Bks Financial Investments LLC | NONE | $100,122 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $54,604 | $0 |
| Signature Securities Group | NONE | $29,632 | not reported in the loaded dataset |
| Equitable Advisors, LLC | NONE | $12,638 | not reported in the loaded dataset |
| Stratos Wealth Partners, Ltd. | NONE | $7,761 | not reported in the loaded dataset |