2023 Form 5500 filing — Voyager Pep
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 20241014143924NAL0013463987001) for Voyager Pep, reported by 401(K) Administration Management Program, Inc under EIN 85-4019239 and plan number 001. It reports 1,392 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143924NAL0013463987001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- 401(K) Administration Management Program, Inc
- EIN
- 85-4019239
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 1,392
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,003,371
- Net assets (EOY)
- $24,003,371
- Employer contributions
- $958,671
- Participant contributions
- $2,578,168
- Total income / additions
- $5,440,043
- Benefits paid
- $1,178,752
- Administrative expenses
- $69,833
- Total expenses
- $1,248,585
- Net increase / (decrease)
- $4,191,458
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameriprise Financial Services, Inc. | BROKER/DEALER | $0 | $10,018 |
| Equitable Advisors LLC | SERVICE PROVIDER | $0 | $8,708 |
| Leafhouse | not reported in the loaded dataset | $6,473 | $0 |