Pivotal Housing Partners LLC 401(K) Retirement Savings Plan — Form 5500 plan (Pivotal Housing Partners 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, Pivotal Housing Partners LLC 401(K) Retirement Savings Plan is a benefit plan reported by Pivotal Housing Partners LLC under EIN 82-3746970 and plan number 002. The latest loaded filing year is 2023. The filing reports 288 participants and $5,068,924 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pivotal Housing Partners LLC
- EIN
- 82-3746970
- Plan number
- 002
- Plan type
- 2
- Location
- West Chester, OH
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $5,068,924
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20241009083536NAL0010436851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,068,924
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,068,924
- Net assets (BOY)
- $3,826,796
Income & contributions
- Employer contributions
- $182,359
- Participant contributions
- $574,784
- Total contributions
- $831,323
- Total income / additions
- $1,508,804
Expenses & distributions
- Benefits paid
- $212,574
- Administrative expenses
- $54,102
- Total expenses
- $266,676
- Net increase / (decrease)
- $1,242,128
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $35,219 | $0 | 2023 |
| Barnes Dennig | AUDITOR | $12,152 | not reported in the loaded dataset | 2023 |
| Dwc - The 401(K) Experts | 3RD PARTY ADMINISTRATOR | $6,731 | $38 | 2023 |