2023 Form 5500 filing — Pegasus Residential, 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 20250218162410NAL0002686515001) for Pegasus Residential, LLC 401(K) Plan, reported by Pegasus Residential, LLC under EIN 26-3972108 and plan number 001. It reports 847 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218162410NAL0002686515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pegasus Residential, LLC
- EIN
- 26-3972108
- Plan number
- 001
- Location
- Alpharetta, GA
- Participants
- 847
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,197,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,197,508
- Employer contributions
- $770,815
- Participant contributions
- $1,289,788
- Total income / additions
- $4,254,002
- Benefits paid
- $1,353,958
- Administrative expenses
- $84,758
- Total expenses
- $1,555,944
- Net increase / (decrease)
- $2,698,058
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce | INVESTMENT ADVISOR | $37,057 | not reported in the loaded dataset |
| Ascensus Holdings Inc Dba Futurepla | TPA | $21,830 | $6,060 |
| Empower Annuity Insurance Company | RECORDKEEPER | $4,436 | $0 |