Plan5500

Penta Research, Inc. 401(K) Plan — Form 5500 plan (Penta Research, 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, Penta Research, Inc. 401(K) Plan is a benefit plan reported by Penta Research, Inc. under EIN 63-1284082 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $41,096,048 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Penta Research, Inc.
EIN
63-1284082
Plan number
001
Plan type
2
Location
Huntsville, AL
Latest filing year
2023
Participants
208
End-of-year plan assets
$41,096,048

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023208H, C20241022162801NAL0002576193001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,096,048
Total liabilities (EOY)
$80
Net assets (EOY)
$41,095,968
Net assets (BOY)
$34,486,827

Income & contributions

Employer contributions
$675,213
Participant contributions
$1,404,517
Total contributions
$2,851,186
Total income / additions
$9,119,207

Expenses & distributions

Benefits paid
$2,510,066
Administrative expenses
$0
Total expenses
$2,510,066
Net increase / (decrease)
$6,609,141

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fcg Investment CompanyINV ADVISOR$36,443not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$21,123not reported in the loaded dataset2023
Financial Consulting GroupADMINISTRATOR$2,000not reported in the loaded dataset2023

Related Form 5500 pages