2023 Form 5500 filing — Pan Am Equities, 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 20241014110228NAL0014806707001) for Pan Am Equities, Inc. 401(K) Plan, reported by Pan Am Equities, Inc. under EIN 13-2602877 and plan number 002. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014110228NAL0014806707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pan Am Equities, Inc.
- EIN
- 13-2602877
- Plan number
- 002
- Location
- New York, NY
- Participants
- 180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,023,384
- Net assets (EOY)
- $21,023,384
- Employer contributions
- $165,297
- Participant contributions
- $824,447
- Total income / additions
- $3,699,509
- Benefits paid
- $1,671,941
- Administrative expenses
- $10,697
- Total expenses
- $1,682,638
- Net increase / (decrease)
- $2,016,871
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners, LLC | ADVISOR | $0 | $47,003 |
| Concierge Retirement Services Inc | TPA | $0 | $9,266 |
| Voya Retirement Insurance And Ann | SERVICE PROVIDER | not reported in the loaded dataset | $0 |