Principle Choice Solutions, LLC 401(K) Plan — Form 5500 plan (Principle Choice Solutions, 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, Principle Choice Solutions, LLC 401(K) Plan is a benefit plan reported by Principle Choice Solutions, LLC under EIN 47-2275889 and plan number 001. The latest loaded filing year is 2023. The filing reports 567 participants and $2,839,042 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Principle Choice Solutions, LLC
- EIN
- 47-2275889
- Plan number
- 001
- Plan type
- 2
- Location
- Dumfries, VA
- Latest filing year
- 2023
- Participants
- 567
- End-of-year plan assets
- $2,839,042
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 567 | H, C | 20241119130504NAL0001396131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,839,042
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,839,042
- Net assets (BOY)
- $1,776,990
Income & contributions
- Employer contributions
- $178,864
- Participant contributions
- $497,344
- Total contributions
- $785,928
- Total income / additions
- $1,180,429
Expenses & distributions
- Benefits paid
- $90,223
- Administrative expenses
- $28,154
- Total expenses
- $118,377
- Net increase / (decrease)
- $1,062,052
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $17,469 | not reported in the loaded dataset | 2023 |
| Rbc Capital Markets LLC | INVESTMENT AD VISORY - PL | $8,367 | not reported in the loaded dataset | 2023 |
| Pension Administrators LLC | RECORDKEEPER | $2,025 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Principle Choice Solutions, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Dumfries, VA
- Transamerica Life Insurance Company — Schedule C compensation
- Rbc Capital Markets LLC — Schedule C compensation
- Pension Administrators LLC — Schedule C compensation