2023 Form 5500 filing — P5 Strategies, LLC 401(K) Profit Sharing 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 20241012175200NAL0024843105001) for P5 Strategies, LLC 401(K) Profit Sharing Plan, reported by P5 Strategies, LLC under EIN 84-4249008 and plan number 001. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012175200NAL0024843105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- P5 Strategies, LLC
- EIN
- 84-4249008
- Plan number
- 001
- Location
- Arlington, VA
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,284,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,284,323
- Employer contributions
- $1,153,648
- Participant contributions
- $1,230,125
- Total income / additions
- $4,643,138
- Benefits paid
- $188,909
- Administrative expenses
- $42,592
- Total expenses
- $231,501
- Net increase / (decrease)
- $4,411,637
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliance Bernstein Lp | INVESTMENT ADVISOR | $33,740 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,102 | $0 |
| Ascensus Holdings Inc. Dba Futurepl | CONTRACT ADMIN | $850 | not reported in the loaded dataset |