Plan5500

Pentland Usa, Inc. 401(K) Plan — Form 5500 plan (Pentland Usa, 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, Pentland Usa, Inc. 401(K) Plan is a benefit plan reported by Pentland Usa, Inc. under EIN 31-1148429 and plan number 001. The latest loaded filing year is 2023. The filing reports 291 participants and $31,929,602 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pentland Usa, Inc.
EIN
31-1148429
Plan number
001
Plan type
2
Location
Cypress, CA
Latest filing year
2023
Participants
291
End-of-year plan assets
$31,929,602

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023291H, C20240813142351NAL0010538049001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,929,602
Total liabilities (EOY)
$0
Net assets (EOY)
$31,929,602
Net assets (BOY)
$25,955,678

Income & contributions

Employer contributions
$863,281
Participant contributions
$2,058,636
Total contributions
$3,503,716
Total income / additions
$8,444,241

Expenses & distributions

Benefits paid
$2,347,848
Administrative expenses
$122,469
Total expenses
$2,470,317
Net increase / (decrease)
$5,973,924

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Marshall And Sterling Wealth AdvADVISOR$62,886not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$59,583$02023

Related Form 5500 pages