Plan5500

Partner Engineering And Science 401(K) Plan — Form 5500 plan (Partner Assessment Corporation Dba Partner Engineering And Science)

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, Partner Engineering And Science 401(K) Plan is a benefit plan reported by Partner Assessment Corporation Dba Partner Engineering And Science under EIN 20-8264379 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,527 participants and $87,288,746 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$87.3MPlan net assets, end of year$87,288,746
Participants1.5KCovered participants reported1,527
Assets / participant$57.2KComputed: assets ÷ participants$57,164 (computed)
Provider compensation$125.7K3 Schedule C provider row(s)$125,727
Plan sponsor
Partner Assessment Corporation Dba Partner Engineering And Science
EIN
20-8264379
Plan number
001
Plan type
2
Location
Torrance, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,527 participants · 2Sch HSch C
    View filing →
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)$87.3M total assets
Net assets$87.3MLiabilities—
Money in vs. money out
Total income / additions$27.1M
Total expenses$4.7M
Benefits paid / distributions$4.6M
Contributions
Employer$2.9M
Participant$10M
Full reported line items

Net assets

Total assets (EOY)
$87,288,746
Net assets (EOY)
$87,288,746
Net assets (BOY)
$64,909,115

Income & contributions

Employer contributions
$2,891,311
Participant contributions
$9,972,116
Total contributions
$14,403,174
Total income / additions
$27,074,823

Expenses & distributions

Benefits paid
$4,569,465
Administrative expenses
$125,727
Total expenses
$4,695,192
Net increase / (decrease)
$22,379,631
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 22%Participant 78%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Transamerica Retirement Solutions$61.7K
    RECORD KEEPER · Direct $61.7K · Indirect $0
  2. 2
    Wells Fargo Clearing Services, LLC$50K
    INVESTMENT ADVISORY-PLAN · Direct $50K
  3. 3
    Baker Tilly Us Llp$14K
    AUDIT · Direct $14K

What to inspect next

Frequently asked questions

Who sponsors the Partner Engineering And Science 401(K) Plan?
Partner Engineering And Science 401(K) Plan is reported as sponsored by Partner Assessment Corporation Dba Partner Engineering And Science (EIN 20-8264379, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Partner Engineering And Science 401(K) Plan?
The latest Form 5500 filing year loaded for Partner Engineering And Science 401(K) Plan is 2023.
How many participants does Partner Engineering And Science 401(K) Plan report?
Partner Engineering And Science 401(K) Plan reports 1,527 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Partner Engineering And Science 401(K) Plan?
Partner Engineering And Science 401(K) Plan reports $87,288,746 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages