2023 Form 5500 filing — Pentagram Design, Inc. 401(K) Profit Sharing 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 20250530135054NAL0015055984001) for Pentagram Design, Inc. 401(K) Profit Sharing Plan, reported by Pentagram Design, Inc. under EIN 13-3413069 and plan number 002. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$26.1MReported net assets$26,076,900
Participants153
Provider compensation$114.8K3 Schedule C row(s)$114,770
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250530135054NAL0015055984001
- Plan sponsor
- Pentagram Design, Inc.
- EIN
- 13-3413069
- Plan number
- 002
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$26.1M total assets
Net assets$26.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $26,076,900
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,076,900
- Employer contributions
- $939,703
- Participant contributions
- $781,638
- Total income / additions
- $6,765,600
- Benefits paid
- $366,910
- Administrative expenses
- $100,719
- Total expenses
- $467,629
- Net increase / (decrease)
- $6,297,971
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annity Insurance Co | RECORDKEEPER | $44,755 | $0 |
| California Retirement Plans, Inc. | CONTRACT ADMIN | $28,015 | $10,000 |
| Cambridge Investment Research Inc. | INVESTMENT ADVISOR | $32,000 | not reported in the loaded dataset |