Pennant 401(K) Retirement Savings Plan — Form 5500 plan (Pennant Services, 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, Pennant 401(K) Retirement Savings Plan is a benefit plan reported by Pennant Services, Inc. under EIN 83-3612637 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,508 participants and $53,212,378 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pennant Services, Inc.
- EIN
- 83-3612637
- Plan number
- 001
- Plan type
- 3
- Location
- Eagle, ID
- Latest filing year
- 2023
- Participants
- 4,508
- End-of-year plan assets
- $53,212,378
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,508 | H, C | 20241010083947NAL0011302819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,212,378
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,212,378
- Net assets (BOY)
- $36,985,949
Income & contributions
- Employer contributions
- $862,702
- Participant contributions
- $10,747,193
- Total contributions
- $13,659,234
- Total income / additions
- $21,398,071
Expenses & distributions
- Benefits paid
- $4,626,979
- Administrative expenses
- $400,674
- Total expenses
- $5,171,642
- Net increase / (decrease)
- $16,226,429
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $313,211 | $0 | 2023 |
| Institutional Investment Consultin | CONSULTANT | $40,000 | not reported in the loaded dataset | 2023 |
| Marcum Llp | ACCOUNTANT\AUDITOR | $23,175 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $12,882 | not reported in the loaded dataset | 2023 |
| Groom Law Group Chartered | LEGAL | $11,431 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pennant Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Eagle, ID
- Fidelity Investments Institutional — Schedule C compensation
- Institutional Investment Consultin — Schedule C compensation
- Marcum Llp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Groom Law Group Chartered — Schedule C compensation