Plan5500

P10 401(K) Profit Sharing Plan — Form 5500 plan (P10 Holdings, 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, P10 401(K) Profit Sharing Plan is a benefit plan reported by P10 Holdings, Inc. under EIN 74-2961657 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $21,541,053 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
P10 Holdings, Inc.
EIN
74-2961657
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
186
End-of-year plan assets
$21,541,053

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20241014163636NAL0046832320006

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,541,053
Net assets (EOY)
$21,541,053
Net assets (BOY)
$14,043,437

Income & contributions

Employer contributions
$1,104,266
Participant contributions
$2,528,157
Total contributions
$5,525,038
Total income / additions
$8,512,098

Expenses & distributions

Benefits paid
$938,599
Administrative expenses
$75,883
Total expenses
$1,014,482
Net increase / (decrease)
$7,497,616

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Embree Financial GroupADVISOR$66,669not reported in the loaded dataset2023
Retirement Plan Consultants, Inc.TPA$9,129not reported in the loaded dataset2023

Related Form 5500 pages