Plan5500

2023 Form 5500 filing — The 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 20250117140558NAL0025247041001) for The 401(K) Plan, reported by Pentegra Services, Inc under EIN 13-3745616 and plan number 006. It reports 903 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250117140558NAL0025247041001
Filing year
2023
Form type
3
Plan sponsor
Pentegra Services, Inc
EIN
13-3745616
Plan number
006
Location
White Plains, NY
Participants
903
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$68,048,542
Total liabilities (EOY)
$0
Net assets (EOY)
$68,048,542
Employer contributions
$6,003,981
Participant contributions
$7,035,310
Total income / additions
$19,021,064
Benefits paid
$4,356,051
Administrative expenses
$191,213
Total expenses
$4,547,264
Net increase / (decrease)
$14,473,800
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Pentegra Services IncOTHER, CONTRACT ADMIN$137,959$2,614
Nfp Retirement IncINVESTMENT ADVISOR, OTHE$48,349not reported in the loaded dataset
Flexpath Strategies LLCOTHER, INVESTMENT ADVISO$13,734not reported in the loaded dataset
Benefit Trust CompanyOTHER$10,209not reported in the loaded dataset
Kestra Advisory Services LLCOTHER, INVESTMENT ADVISO$2,813not reported in the loaded dataset
Empower Annuity Insurance CompanyRECORDKEEPER$1,479$0
MmlisINVESTMENT ADVISOR$870not reported in the loaded dataset
Empower Advisory Group LLCINVESTMENT MGMT$183not reported in the loaded dataset

Related Form 5500 pages