Pegasus Residential, LLC 401(K) Plan — Form 5500 plan (Pegasus Residential, LLC)
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, Pegasus Residential, LLC 401(K) Plan is a benefit plan reported by Pegasus Residential, LLC under EIN 26-3972108 and plan number 001. The latest loaded filing year is 2023. The filing reports 847 participants and $14,197,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pegasus Residential, LLC
- EIN
- 26-3972108
- Plan number
- 001
- Plan type
- 2
- Location
- Alpharetta, GA
- Latest filing year
- 2023
- Participants
- 847
- End-of-year plan assets
- $14,197,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 847 | H, C | 20250218162410NAL0002686515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,197,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,197,508
- Net assets (BOY)
- $11,499,450
Income & contributions
- Employer contributions
- $770,815
- Participant contributions
- $1,289,788
- Total contributions
- $2,267,165
- Total income / additions
- $4,254,002
Expenses & distributions
- Benefits paid
- $1,353,958
- Administrative expenses
- $84,758
- Total expenses
- $1,555,944
- Net increase / (decrease)
- $2,698,058
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce | INVESTMENT ADVISOR | $37,057 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba Futurepla | TPA | $21,830 | $6,060 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $4,436 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pegasus Residential, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Alpharetta, GA
- Merrill Lynch Pierce — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation