Pta Corporation 401(K) Savings And Retirement Plan — Form 5500 plan (Pta Corporation)
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, Pta Corporation 401(K) Savings And Retirement Plan is a benefit plan reported by Pta Corporation under EIN 36-3334974 and plan number 002. The latest loaded filing year is 2023. The filing reports 301 participants and $23,058,152 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pta Corporation
- EIN
- 36-3334974
- Plan number
- 002
- Plan type
- 2
- Location
- Oxford, CT
- Latest filing year
- 2023
- Participants
- 301
- End-of-year plan assets
- $23,058,152
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 301 | H, C | 20250613120751NAL0030029632001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,058,152
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,058,152
- Net assets (BOY)
- $21,344,459
Income & contributions
- Employer contributions
- $303,091
- Participant contributions
- $1,195,319
- Total contributions
- $1,564,739
- Total income / additions
- $6,114,951
Expenses & distributions
- Benefits paid
- $4,355,771
- Administrative expenses
- $26,112
- Total expenses
- $4,401,258
- Net increase / (decrease)
- $1,713,693
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Janney Montgomery Scott LLC | N/A | $0 | $42,630 | 2023 |
| Capossela, Cohen, LLC | N/A | $16,152 | not reported in the loaded dataset | 2023 |
| Pasi, LLC | N/A | $2,975 | $10,000 | 2023 |
| Empower Annuity Insurance Company | N/A | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pta Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Oxford, CT
- Janney Montgomery Scott LLC — Schedule C compensation
- Capossela, Cohen, LLC — Schedule C compensation
- Pasi, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation