2023 Form 5500 filing — Preit Services, LLC Profit-Sharing 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 20241014161358NAL0026681857001) for Preit Services, LLC Profit-Sharing 401(K) Plan, reported by Preit Services, LLC under EIN 23-3075151 and plan number 002. It reports 358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$50.3MReported net assets$50,284,283
Participants358
Provider compensation$3.9K2 Schedule C row(s)$3,893
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014161358NAL0026681857001
Plan sponsor
Preit Services, LLC
EIN
23-3075151
Plan number
002
Location
Philadelphia, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$50.3M total assets
Net assets$50.3MLiabilities$0
Money in vs. money out
Total income / additions$10.1M
Total expenses$10.6M
Benefits paid / distributions$10.6M
Contributions
Employer$749.3K
Participant$1.5M
Full reported line items
Total assets (EOY)
$50,284,283
Total liabilities (EOY)
$0
Net assets (EOY)
$50,284,283
Employer contributions
$749,332
Participant contributions
$1,528,687
Total income / additions
$10,128,952
Benefits paid
$10,567,967
Administrative expenses
$27,437
Total expenses
$10,595,404
Net increase / (decrease)
-$466,452
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $10.7K
  2. 2
    RECORDKEEPER · Direct -$6.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014161358NAL0026681857001 cover?
It is the 2023 Form 5500 filing for Preit Services, LLC Profit-Sharing 401(K) Plan, reported by Preit Services, LLC (EIN 23-3075151).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages