P1 Group Profit Sharing Plan — Form 5500 plan (P1 Group)
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, P1 Group Profit Sharing Plan is a benefit plan reported by P1 Group under EIN 43-1801918 and plan number 001. The latest loaded filing year is 2023. The filing reports 291 participants and $33,553,307 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- P1 Group
- EIN
- 43-1801918
- Plan number
- 001
- Plan type
- 3
- Location
- Lenexa, KS
- Latest filing year
- 2023
- Participants
- 291
- End-of-year plan assets
- $33,553,307
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 291 | H, C | 20240725144726NAL0008329459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,553,307
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,553,307
- Net assets (BOY)
- $29,835,573
Income & contributions
- Employer contributions
- $1,290,516
- Participant contributions
- $1,877,293
- Total contributions
- $3,828,442
- Total income / additions
- $8,828,950
Expenses & distributions
- Benefits paid
- $4,991,796
- Administrative expenses
- $119,420
- Total expenses
- $5,111,216
- Net increase / (decrease)
- $3,717,734
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Massachusetts Mutual Life Ins Comp | INVESTMENT ADVISOR | $77,293 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $27,660 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $25,863 | not reported in the loaded dataset | 2023 |
| Compensation Benefit Planning, Inc. | CONTRACT ADMIN | $0 | $5,833 | 2023 |
| Erp National LLC Dba Erp Retirement | CONTRACT ADMIN | $0 | $4,167 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for P1 Group
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Lenexa, KS
- Massachusetts Mutual Life Ins Comp — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Compensation Benefit Planning, Inc. — Schedule C compensation
- Erp National LLC Dba Erp Retirement — Schedule C compensation