Partnership With Children, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Partnership With Children, 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, Partnership With Children, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Partnership With Children, Inc. under EIN 13-5596751 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $3,867,962 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.9MPlan net assets, end of year$3,861,445
Participants181Covered participants reported
Assets / participant$21.4KComputed: assets ÷ participants$21,370 (computed)
Provider compensation$21.9K2 Schedule C provider row(s)$21,905
- Plan sponsor
- Partnership With Children, Inc.
- EIN
- 13-5596751
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20241011124638NAL0022765681001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3.9M total assets
Net assets$3.9MLiabilities$6.5K
Full reported line items
Net assets
- Total assets (EOY)
- $3,867,962
- Total liabilities (EOY)
- $6,517
- Net assets (EOY)
- $3,861,445
- Net assets (BOY)
- $3,143,725
Income & contributions
- Employer contributions
- $197,836
- Participant contributions
- $369,350
- Total contributions
- $567,186
- Total income / additions
- $1,107,399
Expenses & distributions
- Benefits paid
- $369,715
- Administrative expenses
- $19,964
- Total expenses
- $389,679
- Net increase / (decrease)
- $717,720
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ritholtz Wealth Management LLC | NONE | $13,421 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | NONE | $8,484 | not reported in the loaded dataset | 2023 |