Pan Am Equities, Inc. 401(K) Plan — Form 5500 plan (Pan Am Equities, Inc.)
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, Pan Am Equities, Inc. 401(K) Plan is a benefit plan reported by Pan Am Equities, Inc. under EIN 13-2602877 and plan number 002. The latest loaded filing year is 2023. The filing reports 180 participants and $21,023,384 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pan Am Equities, Inc.
- EIN
- 13-2602877
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 180
- End-of-year plan assets
- $21,023,384
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20241014110228NAL0014806707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,023,384
- Net assets (EOY)
- $21,023,384
- Net assets (BOY)
- $19,006,513
Income & contributions
- Employer contributions
- $165,297
- Participant contributions
- $824,447
- Total contributions
- $989,744
- Total income / additions
- $3,699,509
Expenses & distributions
- Benefits paid
- $1,671,941
- Administrative expenses
- $10,697
- Total expenses
- $1,682,638
- Net increase / (decrease)
- $2,016,871
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners, LLC | ADVISOR | $0 | $47,003 | 2023 |
| Concierge Retirement Services Inc | TPA | $0 | $9,266 | 2023 |
| Voya Retirement Insurance And Ann | SERVICE PROVIDER | not reported in the loaded dataset | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pan Am Equities, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Global Retirement Partners, LLC — Schedule C compensation
- Concierge Retirement Services Inc — Schedule C compensation
- Voya Retirement Insurance And Ann — Schedule C compensation