2023 Form 5500 filing — The 401(K) Plan Of Pe Gastro Management, LLC
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 20241015143840NAL0014863219001) for The 401(K) Plan Of Pe Gastro Management, LLC, reported by Pe Gastro Management, LLC under EIN 84-2396811 and plan number 001. It reports 742 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143840NAL0014863219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pe Gastro Management, LLC
- EIN
- 84-2396811
- Plan number
- 001
- Location
- Silver Spring, MD
- Participants
- 742
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $119,373,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $119,373,058
- Employer contributions
- $4,897,154
- Participant contributions
- $4,370,094
- Total income / additions
- $23,286,369
- Benefits paid
- $6,879,029
- Administrative expenses
- $220,706
- Total expenses
- $7,099,735
- Net increase / (decrease)
- $16,186,634
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $123,995 | $0 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $85,075 | $113 |
| N.A. Falcone & Associates, Inc. | CONTRACT ADMINISTRATOR | $11,560 | $18,578 |