The Gratitude Pep — Form 5500 plan (Pentegra Services, 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, The Gratitude Pep is a benefit plan reported by Pentegra Services, Inc under EIN 13-3745616 and plan number 007. The latest loaded filing year is 2023. The filing reports 80 participants and $22,252,785 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pentegra Services, Inc
- EIN
- 13-3745616
- Plan number
- 007
- Plan type
- 3
- Location
- White Plains, NY
- Latest filing year
- 2023
- Participants
- 80
- End-of-year plan assets
- $22,252,785
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 80 | H, C | 20241015172908NAL0015171539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,252,785
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,252,785
- Net assets (BOY)
- $5,457,663
Income & contributions
- Employer contributions
- $466,353
- Participant contributions
- $1,165,731
- Total contributions
- $2,059,171
- Total income / additions
- $4,847,201
Expenses & distributions
- Benefits paid
- $1,245,770
- Administrative expenses
- $112,086
- Total expenses
- $1,373,790
- Net increase / (decrease)
- $3,473,411
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Biddle Capital Managerment | OTHER, INVESTMENT ADVISO | $72,621 | $0 | 2023 |
| Pentegra Services Inc | OTHER, CONTRACT ADMIN | $33,796 | $0 | 2023 |
| Limestone Pension Associates, LLC | OTHER | $2,000 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,766 | $0 | 2023 |
| Benefit Trust Company | OTHER | $682 | $0 | 2023 |
| Benefit Trust Company | TRUSTEE | $286 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pentegra Services, Inc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in White Plains, NY
- Biddle Capital Managerment — Schedule C compensation
- Pentegra Services Inc — Schedule C compensation
- Limestone Pension Associates, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Benefit Trust Company — Schedule C compensation