2023 Form 5500 filing — Pride Capital Partners, 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 20241016132531NAL0030686737001) for Pride Capital Partners, LLC 401(K) Plan, reported by Pride Capital Partners, LLC under EIN 54-2131570 and plan number 001. It reports 4,504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016132531NAL0030686737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pride Capital Partners, LLC
- EIN
- 54-2131570
- Plan number
- 001
- Location
- New York, NY
- Participants
- 4,504
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,689,331
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,689,331
- Employer contributions
- $943,007
- Participant contributions
- $9,265,402
- Total income / additions
- $15,624,063
- Benefits paid
- $10,835,561
- Administrative expenses
- $219,688
- Total expenses
- $11,075,352
- Net increase / (decrease)
- $4,548,711
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINSTRATOR | $131,625 | $0 |
| Creative Planning, Inc | INVESTMENT ADVISORY | $74,950 | not reported in the loaded dataset |
| Apexium Financial Lp | INVESTMENT ADVISOR | $12,921 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $0 | $0 |