2023 Form 5500 filing — P3 Services Consolidated 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 20241101134647NAL0002469619001) for P3 Services Consolidated 401(K) Plan, reported by Peltram Plumbing Holdings, LLC under EIN 83-1054877 and plan number 002. It reports 751 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241101134647NAL0002469619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peltram Plumbing Holdings, LLC
- EIN
- 83-1054877
- Plan number
- 002
- Location
- Auburn, WA
- Participants
- 751
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,668,065
- Net assets (EOY)
- $16,668,065
- Employer contributions
- $964,399
- Participant contributions
- $2,181,326
- Total income / additions
- $5,968,920
- Benefits paid
- $1,273,924
- Administrative expenses
- $62,153
- Total expenses
- $1,336,077
- Net increase / (decrease)
- $4,632,843
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $35,082 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $16,610 | $0 |
| Nova 401(K) Associates | CONTRACT ADMIN | $6,497 | $0 |