2023 Form 5500 filing — Open Pep 2
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 20250303154528NAL0008943376001) for Open Pep 2, reported by Plan Professionals LLC under EIN 85-3213245 and plan number 320. It reports 16 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250303154528NAL0008943376001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Plan Professionals LLC
- EIN
- 85-3213245
- Plan number
- 320
- Location
- Shrewsbury, NJ
- Participants
- 16
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,623,133
- Total liabilities (EOY)
- $24,513
- Net assets (EOY)
- $79,598,620
- Employer contributions
- $485,745
- Participant contributions
- $876,695
- Total income / additions
- $4,882,588
- Benefits paid
- $1,019,592
- Administrative expenses
- $30,946
- Total expenses
- $1,196,867
- Net increase / (decrease)
- $3,685,721
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $25,087 | $0 |
| Nppg Plan Professionals | TPA | $4,152 | not reported in the loaded dataset |