Phd, Inc. Profit Sharing Plan — Form 5500 plan (Partners Hair Design Group, 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, Phd, Inc. Profit Sharing Plan is a benefit plan reported by Partners Hair Design Group, Inc. under EIN 54-1462492 and plan number 001. The latest loaded filing year is 2023. The filing reports 313 participants and $13,655,094 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Partners Hair Design Group, Inc.
EIN
54-1462492
Plan number
001
Plan type
2
Location
Mclean, VA
Latest filing year
2023
Participants
313
End-of-year plan assets
$13,655,094

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023313H, C20240903104135NAL0009177443001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,655,094
Total liabilities (EOY)
$0
Net assets (EOY)
$13,655,094
Net assets (BOY)
$11,503,531

Income & contributions

Employer contributions
$70,362
Participant contributions
$706,801
Total contributions
$777,163
Total income / additions
$2,745,492

Expenses & distributions

Benefits paid
$531,688
Administrative expenses
$51,317
Total expenses
$593,929
Net increase / (decrease)
$2,151,563

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$27,562$02023
Truist Advisory Services IncINVESTMENT ADVISOR$23,755not reported in the loaded dataset2023

Related Form 5500 pages