2023 Form 5500 filing — P1 Technologies, Inc. 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 20260223170022NAL0002603426001) for P1 Technologies, Inc. 401(K) Plan, reported by P1 Technologies, Inc. under EIN 54-1437569 and plan number 002. It reports 287 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)$7.8MReported net assets$7,814,835

Participants287

Provider compensation$9502 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20260223170022NAL0002603426001
Plan sponsor: P1 Technologies, Inc.
EIN: 54-1437569
Plan number: 002
Location: Roanoke, VA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$7.8M total assets

Net assets$7.8MLiabilities$0

Money in vs. money out

Total income / additions$2.5K

Total expenses$950

Benefits paid / distributions$0

Full reported line items

Total assets (EOY): $7,814,835
Total liabilities (EOY): $0
Net assets (EOY): $7,814,835
Total income / additions: $2,515
Benefits paid: $0
Administrative expenses: $950
Total expenses: $950
Net increase / (decrease): $1,565

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$950
CONTRACT ADMINISTRATOR · Direct $950 · Indirect $0
2
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20260223170022NAL0002603426001 cover?: It is the 2023 Form 5500 filing for P1 Technologies, Inc. 401(K) Plan, reported by P1 Technologies, Inc. (EIN 54-1437569).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).