Princeton Acquisition, LLC 401(K) Plan — Form 5500 plan (Princeton Acquisition, 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, Princeton Acquisition, LLC 401(K) Plan is a benefit plan reported by Princeton Acquisition, LLC under EIN 38-3574888 and plan number 001. The latest loaded filing year is 2023. The filing reports 831 participants and $7,875,944 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Princeton Acquisition, LLC
- EIN
- 38-3574888
- Plan number
- 001
- Plan type
- 3
- Location
- Southfield, MI
- Latest filing year
- 2023
- Participants
- 831
- End-of-year plan assets
- $7,875,944
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 831 | H, C | 20241014110647NAL0045732464001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,875,944
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,875,944
- Net assets (BOY)
- $5,669,125
Income & contributions
- Participant contributions
- $1,189,364
- Total contributions
- $1,545,300
- Total income / additions
- $2,683,697
Expenses & distributions
- Benefits paid
- $430,563
- Administrative expenses
- $46,315
- Total expenses
- $476,878
- Net increase / (decrease)
- $2,206,819
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $24,102 | $0 | 2023 |
| The Benefit Advantage, Inc. | CONTRACT ADMINISTRATOR | $3,014 | $13,158 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Princeton Acquisition, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Southfield, MI
- Principal Life Insurance Company — Schedule C compensation
- The Benefit Advantage, Inc. — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation