Pt-1 Intermediate Holdings, LLC 401(K) Plan — Form 5500 plan (Pt-1 Intermediate Holdings, LLC)

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, Pt-1 Intermediate Holdings, LLC 401(K) Plan is a benefit plan reported by Pt-1 Intermediate Holdings, LLC under EIN 68-0461114 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,261 participants and $12,253,936 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pt-1 Intermediate Holdings, LLC
EIN
68-0461114
Plan number
001
Plan type
2
Location
Cotati, CA
Latest filing year
2023
Participants
1,261
End-of-year plan assets
$12,253,936

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,261H, C20241009142728NAL0010719635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,253,936
Total liabilities (EOY)
$0
Net assets (EOY)
$12,253,936
Net assets (BOY)
$11,628,353

Income & contributions

Employer contributions
$527,475
Participant contributions
$1,168,561
Total contributions
$1,721,729
Total income / additions
$3,596,202

Expenses & distributions

Benefits paid
$2,870,902
Administrative expenses
$51,601
Total expenses
$2,970,619
Net increase / (decrease)
$625,583

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$51,532$02023

Related Form 5500 pages