2023 Form 5500 filing — Princeton Acquisition, 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 20241014110647NAL0045732464001) for Princeton Acquisition, LLC 401(K) Plan, reported by Princeton Acquisition, LLC under EIN 38-3574888 and plan number 001. It reports 831 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014110647NAL0045732464001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Princeton Acquisition, LLC
- EIN
- 38-3574888
- Plan number
- 001
- Location
- Southfield, MI
- Participants
- 831
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,875,944
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,875,944
- Participant contributions
- $1,189,364
- Total income / additions
- $2,683,697
- Benefits paid
- $430,563
- Administrative expenses
- $46,315
- Total expenses
- $476,878
- Net increase / (decrease)
- $2,206,819
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $24,102 | $0 |
| The Benefit Advantage, Inc. | CONTRACT ADMINISTRATOR | $3,014 | $13,158 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |