Peoplestrategy, Inc. Retirement Plan — Form 5500 plan (Peoplestrategy, 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, Peoplestrategy, Inc. Retirement Plan is a benefit plan reported by Peoplestrategy, Inc. under EIN 22-1970843 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $6,798,192 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peoplestrategy, Inc.
- EIN
- 22-1970843
- Plan number
- 001
- Plan type
- 2
- Location
- Edison, NJ
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $6,798,192
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20240910113404NAL0003464035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,798,192
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,798,192
- Net assets (BOY)
- $6,761,208
Income & contributions
- Employer contributions
- $134,077
- Participant contributions
- $387,580
- Total contributions
- $521,657
- Total income / additions
- $1,553,159
Expenses & distributions
- Benefits paid
- $1,478,529
- Administrative expenses
- $37,607
- Total expenses
- $1,516,175
- Net increase / (decrease)
- $36,984
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Forest Capital Management LLC | INVESTMENT ADVISOR | $16,666 | not reported in the loaded dataset | 2023 |
| Altigro Pension Services Inc | CONTRACT ADMINISTRATOR | $12,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $8,182 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $1,492 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Peoplestrategy, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Edison, NJ
- Forest Capital Management LLC — Schedule C compensation
- Altigro Pension Services Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation