Plan5500

Permanent Equity 401(K) Plan — Form 5500 plan (Solution Holdings, L.L.C.)

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, Permanent Equity 401(K) Plan is a benefit plan reported by Solution Holdings, L.L.C. under EIN 20-8705924 and plan number 001. The latest loaded filing year is 2023. The filing reports 222 participants and $5,586,503 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Solution Holdings, L.L.C.
EIN
20-8705924
Plan number
001
Plan type
2
Location
Columbia, MO
Latest filing year
2023
Participants
222
End-of-year plan assets
$5,586,503

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023222H, C20241014151941NAL0015192387001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,586,503
Total liabilities (EOY)
$0
Net assets (EOY)
$5,586,503
Net assets (BOY)
$4,609,121

Income & contributions

Participant contributions
$476,982
Total contributions
$538,783
Total income / additions
$1,219,637

Expenses & distributions

Benefits paid
$205,511
Administrative expenses
$36,744
Total expenses
$242,255
Net increase / (decrease)
$977,382

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Trust CompanyCONTRACT ADMINISTRATION$22,035$02023
Northwestern MutualINVESTMENT ADVISORY$14,709not reported in the loaded dataset2023

Related Form 5500 pages