The Pendergraph Companies, LLC 401(K) Plan — Form 5500 plan (The Pendergraph Companies, 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, The Pendergraph Companies, LLC 401(K) Plan is a benefit plan reported by The Pendergraph Companies, LLC under EIN 27-0080860 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $5,263,888 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Pendergraph Companies, LLC
- EIN
- 27-0080860
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $5,263,888
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20241014143008NAL0046363104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,263,888
- Total liabilities (EOY)
- $1,161
- Net assets (EOY)
- $5,262,727
- Net assets (BOY)
- $4,184,326
Income & contributions
- Employer contributions
- $211,859
- Participant contributions
- $221,451
- Total contributions
- $433,310
- Total income / additions
- $1,334,980
Expenses & distributions
- Benefits paid
- $222,466
- Administrative expenses
- $19,505
- Total expenses
- $256,579
- Net increase / (decrease)
- $1,078,401
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $15,509 | $0 | 2023 |
| Retirement Plan Solutions Inc | CONTRACT ADMIN | $2,770 | $4,524 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,365 | not reported in the loaded dataset | 2023 |
| Envestmet Retirement Solutions LLC | OTHER | $2 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Pendergraph Companies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Raleigh, NC
- Empower Annuity Insurance Company — Schedule C compensation
- Retirement Plan Solutions Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Envestmet Retirement Solutions LLC — Schedule C compensation