P3i, Incorporated 401(K) Plan — Form 5500 plan (P3i, Incorporated)

Plain-English plan 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, P3i, Incorporated 401(K) Plan is a benefit plan reported by P3i, Incorporated under EIN 04-3508066 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $12,889,365 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
P3i, Incorporated
EIN
04-3508066
Plan number
001
Plan type
2
Location
Hopkinton, MA
Latest filing year
2023
Participants
170
End-of-year plan assets
$12,889,365

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20240716104228NAL0006130834001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,889,365
Total liabilities (EOY)
$9,316
Net assets (EOY)
$12,880,049
Net assets (BOY)
$13,175,318

Income & contributions

Employer contributions
$80,218
Participant contributions
$175,062
Total contributions
$255,280
Total income / additions
$2,429,542

Expenses & distributions

Benefits paid
$2,708,860
Administrative expenses
$15,951
Total expenses
$2,724,811
Net increase / (decrease)
-$295,269

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Co Of AmeRECORDKEEPER$28,025$02023
Afc Pensions, Inc.THIRD PARTY ADMINISTRATOR$8,288$6,5082023
Empower Advisory Group LLCINVESTMENT MGMT$29$02023

Related Form 5500 pages