2023 Form 5500 filing — P10 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 20241014163636NAL0046832320006) for P10 401(K) Profit Sharing Plan, reported by P10 Holdings, Inc. under EIN 74-2961657 and plan number 001. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163636NAL0046832320006
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- P10 Holdings, Inc.
- EIN
- 74-2961657
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,541,053
- Net assets (EOY)
- $21,541,053
- Employer contributions
- $1,104,266
- Participant contributions
- $2,528,157
- Total income / additions
- $8,512,098
- Benefits paid
- $938,599
- Administrative expenses
- $75,883
- Total expenses
- $1,014,482
- Net increase / (decrease)
- $7,497,616
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Embree Financial Group | ADVISOR | $66,669 | not reported in the loaded dataset |
| Retirement Plan Consultants, Inc. | TPA | $9,129 | not reported in the loaded dataset |