Prep Co., LLC 401(K) Plan — Form 5500 plan (Prep Co., 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, Prep Co., LLC 401(K) Plan is a benefit plan reported by Prep Co., LLC under EIN 47-2716719 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $9,730,032 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Prep Co., LLC
EIN
47-2716719
Plan number
001
Plan type
2
Location
Park City, UT
Latest filing year
2023
Participants
144
End-of-year plan assets
$9,730,032

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20240927150135NAL0003918496001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,730,032
Total liabilities (EOY)
$0
Net assets (EOY)
$9,730,032
Net assets (BOY)
$7,757,846

Income & contributions

Employer contributions
$344,388
Participant contributions
$938,582
Total contributions
$1,282,970
Total income / additions
$2,638,476

Expenses & distributions

Benefits paid
$637,739
Administrative expenses
$28,551
Total expenses
$666,290
Net increase / (decrease)
$1,972,186

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$23,216$02023
Empower Advisory Group, LLCINVESTMENT MGMT$5,335not reported in the loaded dataset2023

Related Form 5500 pages