Presidio LLC 401(K) Plan — Form 5500 plan (Presidio 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, Presidio LLC 401(K) Plan is a benefit plan reported by Presidio LLC under EIN 41-1254123 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,629 participants and $407,497,975 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Presidio LLC
EIN
41-1254123
Plan number
001
Plan type
2
Location
Reston, VA
Latest filing year
2023
Participants
3,629
End-of-year plan assets
$407,497,975

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,629H, C20241008113434NAL0009595203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$407,497,975
Total liabilities (EOY)
$0
Net assets (EOY)
$407,497,975
Net assets (BOY)
$343,105,324

Income & contributions

Employer contributions
$6,641,229
Participant contributions
$28,967,294
Total contributions
$38,943,802
Total income / additions
$100,463,176

Expenses & distributions

Benefits paid
$35,689,683
Administrative expenses
$364,718
Total expenses
$36,070,525
Net increase / (decrease)
$64,392,651

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudential Retirement Insurance AndNONE$251,560$02023
Kestra Advisory Services LLCNONE$65,000not reported in the loaded dataset2023
Deloitte & ToucheNONE$46,082not reported in the loaded dataset2023

Related Form 5500 pages