The Price Organization 401(K) Retirement Plan — Form 5500 plan (The Price Organization)
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, The Price Organization 401(K) Retirement Plan is a benefit plan reported by The Price Organization under EIN 51-0294525 and plan number 003. The latest loaded filing year is 2023. The filing reports 400 participants and $9,638,113 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Price Organization
- EIN
- 51-0294525
- Plan number
- 003
- Plan type
- 2
- Location
- Newark, DE
- Latest filing year
- 2023
- Participants
- 400
- End-of-year plan assets
- $9,638,113
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 400 | H, C | 20240904092014NAL0019991521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,638,113
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,638,113
- Net assets (BOY)
- $9,409,997
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,306,548
- Total contributions
- $1,306,548
- Total income / additions
- $2,631,826
Expenses & distributions
- Benefits paid
- $2,313,893
- Administrative expenses
- $60,433
- Total expenses
- $2,403,710
- Net increase / (decrease)
- $228,116
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Veery Capital | INVESTMENT ADVISOR | $32,930 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $25,013 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $4,874 | $0 | 2023 |
| 360 Payroll Integration Corp | OTHER | $2,700 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services Inc | OTHER | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Price Organization
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Newark, DE
- Veery Capital — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- 360 Payroll Integration Corp — Schedule C compensation
- Erisa Fiduciary Services Inc — Schedule C compensation