Partner Industrial, L.P. 401(K) Savings Plan — Form 5500 plan (Partner Industrial, L.P.)
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, Partner Industrial, L.P. 401(K) Savings Plan is a benefit plan reported by Partner Industrial, L.P. under EIN 36-4844556 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,360 participants and $5,153,189 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Partner Industrial, L.P.
- EIN
- 36-4844556
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 2,360
- End-of-year plan assets
- $5,153,189
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,360 | H, C | 20241015093324NAL0016063987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,153,189
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,153,189
- Net assets (BOY)
- $4,652,471
Income & contributions
- Employer contributions
- $4,702
- Participant contributions
- $664,840
- Total contributions
- $788,283
- Total income / additions
- $1,519,174
Expenses & distributions
- Benefits paid
- $956,408
- Administrative expenses
- $25,438
- Total expenses
- $1,018,456
- Net increase / (decrease)
- $500,718
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliant Insurance Services Inc Dba | INVESTMENT ADVISOR | $23,143 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,845 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $450 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Partner Industrial, L.P.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Alliant Insurance Services Inc Dba — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation