Trajector Holdings Savings Plan — Form 5500 plan (Vet Comp & Penmedical Consulting, L)
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, Trajector Holdings Savings Plan is a benefit plan reported by Vet Comp & Penmedical Consulting, L under EIN 47-1965243 and plan number 002. The latest loaded filing year is 2023. The filing reports 675 participants and $9,660,896 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vet Comp & Penmedical Consulting, L
- EIN
- 47-1965243
- Plan number
- 002
- Plan type
- 2
- Location
- Newberry, FL
- Latest filing year
- 2023
- Participants
- 675
- End-of-year plan assets
- $9,660,896
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 675 | H, C | 20241204161820NAL0004484721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,660,896
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,660,896
- Net assets (BOY)
- $4,722,052
Income & contributions
- Employer contributions
- $1,698,168
- Participant contributions
- $2,414,496
- Total contributions
- $4,406,116
- Total income / additions
- $5,566,429
Expenses & distributions
- Benefits paid
- $494,250
- Administrative expenses
- $133,335
- Total expenses
- $627,585
- Net increase / (decrease)
- $4,938,844
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Svcs LLC | INVESTMENT ADVISOR | $57,790 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $47,699 | $0 | 2023 |
| Nppg Record Keeping Solutions | CONTRACT ADMINISTRATOR | $14,500 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $12,369 | not reported in the loaded dataset | 2023 |
| Oriental Pension Consultans | CONTACT ADMIN,OTHER | $456 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vet Comp & Penmedical Consulting, L
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Newberry, FL
- Commonwealth Equity Svcs LLC — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Nppg Record Keeping Solutions — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Oriental Pension Consultans — Schedule C compensation