2023 Form 5500 filing — Promise To Perform Industries, Inc.
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 20250714152637NAL0001217761001) for Promise To Perform Industries, Inc., reported by Promise To Perform Industries, Inc. under EIN 87-2135647 and plan number 002. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714152637NAL0001217761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Promise To Perform Industries, Inc.
- EIN
- 87-2135647
- Plan number
- 002
- Location
- Morgantown, PA
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,441,320
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,441,320
- Employer contributions
- $315,614
- Participant contributions
- $433,416
- Total income / additions
- $2,541,336
- Benefits paid
- $689,449
- Administrative expenses
- $9,492
- Total expenses
- $698,893
- Net increase / (decrease)
- $1,842,443
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Triad Advisors LLC | ADVISOR | $0 | $10,155 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $8,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $1,492 | $0 |