Platform Accounting Group 401(K) Plan — Form 5500 plan (Pt&C Group 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, Platform Accounting Group 401(K) Plan is a benefit plan reported by Pt&C Group LLC under EIN 81-4693463 and plan number 001. The latest loaded filing year is 2023. The filing reports 254 participants and $10,815,353 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pt&C Group LLC
- EIN
- 81-4693463
- Plan number
- 001
- Plan type
- 2
- Location
- Holladay, UT
- Latest filing year
- 2023
- Participants
- 254
- End-of-year plan assets
- $10,815,353
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H, C | 20241014161635NAL0013606403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,815,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,815,353
- Net assets (BOY)
- $4,863,889
Income & contributions
- Employer contributions
- $1,063,403
- Participant contributions
- $2,935,960
- Total contributions
- $5,151,248
- Total income / additions
- $6,620,318
Expenses & distributions
- Benefits paid
- $628,618
- Administrative expenses
- $39,133
- Total expenses
- $668,854
- Net increase / (decrease)
- $5,951,464
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Portside Wealth Group | RECORDKEEPER | $26,115 | not reported in the loaded dataset | 2023 |
| Human Interest Advisors LLC | RECORDKEEPER | $13,018 | not reported in the loaded dataset | 2023 |