Private Client Group Pep — Form 5500 plan (Slavic Integrated Administration In)
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, Private Client Group Pep is a benefit plan reported by Slavic Integrated Administration In under EIN 65-0608221 and plan number 015. The latest loaded filing year is 2023. The filing reports 57 participants and $170,590 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Slavic Integrated Administration In
- EIN
- 65-0608221
- Plan number
- 015
- Plan type
- 3
- Location
- Boca Raton, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 57 | I | 20240401174947NAL0014156736001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $170,590
- Net assets (EOY)
- $170,590
- Net assets (BOY)
- $176,623
Income & contributions
- Participant contributions
- $90,443
- Total income / additions
- $113,957
Expenses & distributions
- Benefits paid
- $117,317
- Administrative expenses
- $2,168
- Total expenses
- $119,990
- Net increase / (decrease)
- -$6,033
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.