2023 Form 5500 filing — Pesg, 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 20241015150051NAL0048528304001) for Pesg, LLC 401(K) Plan, reported by Pesg, LLC Dba, Professional Education Services Group, LLC under EIN 20-2733146 and plan number 002. It reports 17,596 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150051NAL0048528304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pesg, LLC Dba, Professional Education Services Group, LLC
- EIN
- 20-2733146
- Plan number
- 002
- Location
- Smyrna, TN
- Participants
- 17,596
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,421,863
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,421,863
- Participant contributions
- $7,546
- Total income / additions
- $4,855,593
- Benefits paid
- $1,247,442
- Administrative expenses
- $1,200,562
- Total expenses
- $2,448,004
- Net increase / (decrease)
- $2,407,589
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $763,880 | $0 |
| Preferred Resource Solutions | CONSULTANT | $423,172 | not reported in the loaded dataset |
| Dolinka, Vannoord & Co., Pllp Cpa | CONSULTANT/AUDITOR | $13,510 | not reported in the loaded dataset |