Priority Technology Holdings, Inc. 401k Plan — Form 5500 plan (Priority Technology Holdings, Inc.)
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, Priority Technology Holdings, Inc. 401k Plan is a benefit plan reported by Priority Technology Holdings, Inc. under EIN 47-4257046 and plan number 001. The latest loaded filing year is 2023. The filing reports 710 participants and $30,369,109 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Priority Technology Holdings, Inc.
- EIN
- 47-4257046
- Plan number
- 001
- Plan type
- 2
- Location
- Alpharetta, GA
- Latest filing year
- 2023
- Participants
- 710
- End-of-year plan assets
- $30,369,109
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 710 | H, C | 20240927101126NAL0001124515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,369,109
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,369,109
- Net assets (BOY)
- $18,341,513
Income & contributions
- Employer contributions
- $3,203,813
- Participant contributions
- $3,454,492
- Total contributions
- $7,506,653
- Total income / additions
- $11,872,446
Expenses & distributions
- Benefits paid
- $4,069,204
- Administrative expenses
- $129,282
- Total expenses
- $4,198,616
- Net increase / (decrease)
- $7,673,830
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $119,282 | not reported in the loaded dataset | 2023 |
| Creative Planning Hold Co, LLC | SERVICE PROVIDER | $0 | $62,330 | 2023 |
| Frazier & Deeter, LLC | SERVICE PROVIDER | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Priority Technology Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Alpharetta, GA
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Creative Planning Hold Co, LLC — Schedule C compensation
- Frazier & Deeter, LLC — Schedule C compensation